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
$126M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$198K
3
+$76.6K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$71K
5
DE icon
Deere & Co
DE
+$60.5K

Top Sells

1
+$159K
2
+$102K
3
+$19.5K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.28K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$5.21K

Sector Composition

1 Technology 0.72%
2 Financials 0.43%
3 Industrials 0.17%
4 Consumer Discretionary 0.14%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.8K 0.01%
54
52
$14.8K 0.01%
154
53
$14.6K 0.01%
324
54
$14.1K 0.01%
155
55
$13.7K 0.01%
420
56
$13.1K 0.01%
80
57
$13.1K 0.01%
50
58
$12.4K 0.01%
200
59
$12.2K 0.01%
876
60
$12K 0.01%
416
61
$11.7K 0.01%
72
62
$11.6K 0.01%
227
63
$11.4K 0.01%
590
64
$10.9K 0.01%
57
65
$10.9K 0.01%
112
66
$10.9K 0.01%
315
67
$10.6K 0.01%
148
68
$10.5K 0.01%
150
69
$10.5K 0.01%
175
70
$10.4K 0.01%
135
71
$10.1K 0.01%
213
72
$10.1K 0.01%
+36
73
$10.1K 0.01%
159
74
$10K 0.01%
285
75
$9.91K 0.01%
34
1 2
3
4 5