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
$132M
AUM Growth
+$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$11.8M
3 +$3.06M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$905K

Top Sells

1 +$16.7M
2 +$13.4M
3 +$5.18M
4
XOM icon
Exxon Mobil
XOM
+$239K
5
WMT icon
Walmart
WMT
+$88K

Sector Composition

1 Technology 0.88%
2 Financials 0.69%
3 Healthcare 0.29%
4 Consumer Discretionary 0.28%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CFFN icon
51
Capitol Federal Financial
CFFN
$883M
$27.1K 0.02%
4,442
GOOG icon
52
Alphabet (Google) Class C
GOOG
$3.87T
$26.6K 0.02%
150
+120
AMD icon
53
Advanced Micro Devices
AMD
$354B
$25.5K 0.02%
180
T icon
54
AT&T
T
$180B
$25K 0.02%
862
-2,468
MMM icon
55
3M
MMM
$91.9B
$24.1K 0.02%
158
-400
HD icon
56
Home Depot
HD
$356B
$23.1K 0.02%
63
-100
XOM icon
57
Exxon Mobil
XOM
$497B
$22.7K 0.02%
211
-2,216
IWM icon
58
iShares Russell 2000 ETF
IWM
$72.4B
$22.7K 0.02%
+105
BIP icon
59
Brookfield Infrastructure Partners
BIP
$16.9B
$22.6K 0.02%
675
COST icon
60
Costco
COST
$409B
$18.8K 0.01%
19
TRV icon
61
Travelers Companies
TRV
$63.4B
$18.5K 0.01%
69
CYBR icon
62
CyberArk
CYBR
$23.5B
$16.7K 0.01%
41
HEI icon
63
HEICO Corp
HEI
$43.1B
$16.4K 0.01%
50
IBIT icon
64
iShares Bitcoin Trust
IBIT
$72.2B
$15.9K 0.01%
260
KKR icon
65
KKR & Co
KKR
$113B
$15.8K 0.01%
119
DOW icon
66
Dow Inc
DOW
$16.9B
$15.5K 0.01%
585
-200
SONY icon
67
Sony
SONY
$170B
$15.4K 0.01%
590
SKT icon
68
Tanger
SKT
$3.78B
$15.3K 0.01%
500
TRMB icon
69
Trimble
TRMB
$19.6B
$15.2K 0.01%
200
ARKK icon
70
ARK Innovation ETF
ARKK
$7.87B
$15K 0.01%
213
DIVO icon
71
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.62B
$14.5K 0.01%
+341
USO icon
72
United States Oil Fund
USO
$934M
$13.6K 0.01%
186
+36
NKE icon
73
Nike
NKE
$97B
$13.4K 0.01%
189
+161
MO icon
74
Altria Group
MO
$98.1B
$13.3K 0.01%
227
-750
SNOW icon
75
Snowflake
SNOW
$89.8B
$13K 0.01%
58