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
$119M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$179K
3
+$15.7K
4
TRV icon
Travelers Companies
TRV
+$14K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$8.88K

Top Sells

1
+$581K
2
+$244K
3
+$234K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$86.2K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$65.1K

Sector Composition

1 Technology 0.69%
2 Financials 0.39%
3 Healthcare 0.14%
4 Consumer Staples 0.13%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.8K 0.01%
420
52
$13.6K 0.01%
500
53
$13.4K 0.01%
324
+1
54
$13K 0.01%
80
+22
55
$12.6K 0.01%
155
56
$12K 0.01%
876
57
$11.9K 0.01%
150
58
$11.6K 0.01%
416
59
$11.2K 0.01%
200
60
$11.2K 0.01%
50
61
$10.6K 0.01%
175
62
$10.5K 0.01%
315
63
$10.5K 0.01%
72
64
$10.5K 0.01%
57
65
$10.3K 0.01%
227
66
$10.1K 0.01%
102
67
$10K 0.01%
590
68
$9.88K 0.01%
248
+1
69
$9.5K 0.01%
135
70
$9.42K 0.01%
148
71
$9.36K 0.01%
213
72
$9.3K 0.01%
34
73
$9.18K 0.01%
285
74
$8.89K 0.01%
65
75
$8.88K 0.01%
+260
1 2
3
4 5