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
$123M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$152K
3
+$143K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$134K
5
XUSP icon
Innovator Uncapped Accelerated US Equity ETF
XUSP
+$75.6K

Top Sells

1
+$180K
2
+$119K
3
+$19.9K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.8K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$10.5K

Sector Composition

1 Technology 0.91%
2 Financials 0.78%
3 Healthcare 0.46%
4 Energy 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.1K 0.03%
4,095
52
$37.3K 0.03%
160
+60
53
$36.8K 0.03%
222
+50
54
$36.6K 0.03%
600
-167
55
$35.6K 0.03%
213
+116
56
$34.2K 0.03%
400
57
$30.1K 0.02%
1,078
58
$30.1K 0.02%
274
+58
59
$28.9K 0.02%
1,310
+4
60
$28.7K 0.02%
+379
61
$27.4K 0.02%
785
+187
62
$26.5K 0.02%
200
63
$24.9K 0.02%
4,442
64
$24.4K 0.02%
200
65
$22.7K 0.02%
771
+456
66
$20.8K 0.02%
685
67
$20.1K 0.02%
675
68
$19.6K 0.02%
199
+97
69
$18.5K 0.02%
180
+100
70
$18.2K 0.01%
69
71
$18K 0.01%
19
72
$17.8K 0.01%
248
73
$17.6K 0.01%
33
74
$17.5K 0.01%
132
75
$16.9K 0.01%
500
1 2
3
4 5