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
$57.9M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$853K
2
+$742K
3
+$63.4K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$56.8K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$29.7K

Top Sells

1
+$159K
2
+$116K
3
+$40.2K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$33K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$20.9K

Sector Composition

1 Technology 0.74%
2 Financials 0.49%
3 Utilities 0.29%
4 Healthcare 0.29%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.21K 0.01%
11
77
$4.16K 0.01%
171
78
$4K 0.01%
21
79
$3.75K 0.01%
49
80
$3.71K 0.01%
300
81
$3.64K 0.01%
26
82
$3.48K 0.01%
50
+22
83
$3.27K 0.01%
100
84
$3.18K 0.01%
61
85
$2.98K 0.01%
20
86
$2.92K 0.01%
75
87
$2.76K ﹤0.01%
150
88
$2.56K ﹤0.01%
93
89
$2.05K ﹤0.01%
60
90
$2.03K ﹤0.01%
20
91
$1.95K ﹤0.01%
226
92
$1.94K ﹤0.01%
205
93
$1.89K ﹤0.01%
22
+1
94
$1.62K ﹤0.01%
58
95
$1.57K ﹤0.01%
32
96
$1.47K ﹤0.01%
42
97
$1.46K ﹤0.01%
100
98
$1.45K ﹤0.01%
35
99
$1.42K ﹤0.01%
10
100
$1.42K ﹤0.01%
30
2 3
4
5 6