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
$115M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.9M
3
+$64.4K
4
ABBV icon
AbbVie
ABBV
+$36.4K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$35.7K

Top Sells

1
+$299K
2
+$46.3K
3
+$38.1K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$35.2K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$13.4K

Sector Composition

1 Technology 0.62%
2 Financials 0.41%
3 Healthcare 0.16%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9K 0.01%
200
52
$12.5K 0.01%
102
53
$12.4K 0.01%
155
54
$11.8K 0.01%
150
55
$11.7K 0.01%
876
56
$11.7K 0.01%
315
57
$11.6K 0.01%
206
+56
58
$11.5K 0.01%
416
59
$11.4K 0.01%
72
60
$11.1K 0.01%
57
61
$11K 0.01%
175
62
$10.7K 0.01%
213
63
$10.5K 0.01%
+285
64
$10.5K 0.01%
+58
65
$10.2K 0.01%
112
66
$10.2K 0.01%
135
67
$10.1K 0.01%
590
68
$9.9K 0.01%
227
69
$9.66K 0.01%
65
70
$9.55K 0.01%
50
71
$9.52K 0.01%
+13
72
$9.4K 0.01%
247
73
$9.06K 0.01%
167
74
$9.05K 0.01%
148
75
$9.03K 0.01%
34
1 2
3
4 5