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
$84.2M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.08M
3
+$3.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.38M

Top Sells

1
+$28.7K
2
+$10.9K
3
+$5.41K
4
GE icon
GE Aerospace
GE
+$4.2K
5
VMW
VMware, Inc
VMW
+$1.66K

Sector Composition

1 Technology 0.81%
2 Financials 0.5%
3 Consumer Discretionary 0.2%
4 Industrials 0.18%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12K 0.01%
416
52
$11.7K 0.01%
177
53
$11.3K 0.01%
72
54
$11.2K 0.01%
590
55
$11.2K 0.01%
213
56
$10.9K 0.01%
315
57
$10.9K 0.01%
155
58
$10.8K 0.01%
112
59
$10.6K 0.01%
200
60
$10.6K 0.01%
57
61
$10.2K 0.01%
65
62
$10K 0.01%
+150
63
$9.21K 0.01%
102
64
$9.16K 0.01%
227
65
$9.13K 0.01%
159
66
$8.94K 0.01%
50
67
$8.72K 0.01%
148
68
$8.57K 0.01%
167
69
$8.55K 0.01%
135
70
$8.55K 0.01%
296
71
$8.35K 0.01%
247
+100
72
$7.8K 0.01%
288
73
$7.75K 0.01%
150
74
$7.45K 0.01%
34
75
$5.89K 0.01%
13
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3
4 5