IA

IFS Advisors Portfolio holdings

AUM $171M
1-Year Est. Return 9.9%
This Quarter Est. Return
1 Year Est. Return
+9.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.5M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$10.2K
3
+$4.99K
4
GEHC icon
GE HealthCare
GEHC
+$984
5
CSCO icon
Cisco
CSCO
+$52

Top Sells

1
+$18M
2
+$14.6M
3
+$1.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$758K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$80.8K

Sector Composition

1 Technology 1.89%
2 Financials 1.19%
3 Utilities 0.62%
4 Healthcare 0.58%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1K 0.04%
227
52
$10.1K 0.04%
159
53
$9.85K 0.04%
155
54
$9.81K 0.04%
500
55
$8.71K 0.04%
233
-234
56
$8.59K 0.04%
213
57
$8K 0.03%
288
58
$6.96K 0.03%
91
-91
59
$6.87K 0.03%
534
60
$6.25K 0.03%
192
61
$6.2K 0.03%
100
62
$5.4K 0.02%
100
63
$5.07K 0.02%
1,921
64
$5.05K 0.02%
162
65
$4.99K 0.02%
+200
66
$4.87K 0.02%
135
67
$4.5K 0.02%
70
68
$4.5K 0.02%
11
69
$4.46K 0.02%
21
70
$4.46K 0.02%
171
71
$4.21K 0.02%
147
+1
72
$4.11K 0.02%
120
73
$4.05K 0.02%
50
74
$3.77K 0.02%
26
75
$3.72K 0.02%
49
1 2
3
4 5