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
$53.7M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.66M
3
+$1.63M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.61M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$693K

Top Sells

1
+$211K
2
+$29.1K
3
+$13.7K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.04K
5
SHEL icon
Shell
SHEL
+$8.03K

Sector Composition

1 Technology 1.18%
2 Financials 0.69%
3 Consumer Discretionary 0.31%
4 Industrials 0.29%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3K 0.02%
500
52
$11.2K 0.02%
72
53
$11.1K 0.02%
177
54
$10.9K 0.02%
653
55
$10.8K 0.02%
200
56
$10.4K 0.02%
322
+1
57
$10.2K 0.02%
112
58
$10.1K 0.02%
65
59
$9.83K 0.02%
155
60
$9.72K 0.02%
590
61
$9.69K 0.02%
167
62
$9.69K 0.02%
315
63
$9.54K 0.02%
227
64
$8.45K 0.02%
213
65
$8.29K 0.02%
148
66
$8.27K 0.02%
102
67
$8.18K 0.02%
135
68
$8.1K 0.02%
50
69
$8.01K 0.01%
296
70
$7.94K 0.01%
159
71
$6.79K 0.01%
288
72
$6.78K 0.01%
420
73
$6.47K 0.01%
150
74
$5.68K 0.01%
55
75
$5.57K 0.01%
34
1 2
3
4 5