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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19.9M
3
+$11.3M
4
BND icon
Vanguard Total Bond Market
BND
+$10.5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$9.92M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.47%
2 Technology 0.38%
3 Healthcare 0.2%
4 Financials 0.2%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
+3,592
77
$16K 0.01%
+375
78
$16K 0.01%
+240
79
$16K 0.01%
+264
80
$16K 0.01%
+1,280
81
$16K 0.01%
+420
82
$16K 0.01%
+357
83
$15K 0.01%
+211
84
$14K 0.01%
+150
85
$14K 0.01%
+257
86
$14K 0.01%
+211
87
$14K 0.01%
+650
88
$14K 0.01%
+833
89
$13K 0.01%
+63
90
$13K 0.01%
+314
91
$13K 0.01%
+51
92
$13K 0.01%
+28
93
$12K 0.01%
+876
94
$12K 0.01%
+150
95
$12K 0.01%
+82
96
$12K 0.01%
+90
97
$12K 0.01%
+487
98
$11K 0.01%
+154
99
$11K 0.01%
+200
100
$11K 0.01%
+110
2 3
4
5 6