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
$127M
AUM Growth
+$946K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$194K
3
+$86.9K
4
WMT icon
Walmart
WMT
+$81.3K
5
AMZN icon
Amazon
AMZN
+$71.3K

Top Sells

1
+$1.16M
2
+$563K
3
+$178K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$146K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$94.5K

Sector Composition

1 Technology 0.86%
2 Financials 0.62%
3 Consumer Discretionary 0.31%
4 Healthcare 0.3%
5 Energy 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30.3K 0.02%
+1,306
52
$29.4K 0.02%
1,078
-59
53
$27.2K 0.02%
216
+151
54
$26.3K 0.02%
4,442
55
$24.9K 0.02%
172
+100
56
$24.7K 0.02%
+100
57
$24K 0.02%
+598
58
$22.6K 0.02%
+200
59
$21.5K 0.02%
+200
60
$21.5K 0.02%
675
61
$21K 0.02%
685
+400
62
$17.6K 0.01%
119
+54
63
$17.4K 0.01%
19
64
$17.1K 0.01%
500
65
$17K 0.01%
33
66
$16.6K 0.01%
69
67
$15.6K 0.01%
155
68
$15.4K 0.01%
248
+100
69
$15.3K 0.01%
132
+100
70
$15.2K 0.01%
54
71
$15K 0.01%
299
72
$14.3K 0.01%
420
73
$14.1K 0.01%
200
74
$14K 0.01%
97
+73
75
$13.8K 0.01%
260
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3
4 5