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
$24.5M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$10.2K
3
+$4.99K
4
GEHC icon
GE HealthCare
GEHC
+$984
5
CSCO icon
Cisco
CSCO
+$52

Top Sells

1
+$18M
2
+$14.6M
3
+$1.54M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$758K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$80.8K

Sector Composition

1 Technology 1.89%
2 Financials 1.19%
3 Utilities 0.62%
4 Healthcare 0.58%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.63K 0.01%
48
-13
77
$3.52K 0.01%
300
78
$3.31K 0.01%
20
79
$3.1K 0.01%
205
80
$2.32K 0.01%
150
81
$2.23K 0.01%
33
82
$1.94K 0.01%
35
83
$1.93K 0.01%
60
84
$1.84K 0.01%
22
85
$1.74K 0.01%
42
86
$1.73K 0.01%
33
+1
87
$1.64K 0.01%
100
88
$1.52K 0.01%
226
89
$1.52K 0.01%
20
90
$1.47K 0.01%
30
91
$1.39K 0.01%
10
92
$1.36K 0.01%
58
93
$1.31K 0.01%
25
94
$1.25K 0.01%
10
95
$1.1K ﹤0.01%
25
96
$1.06K ﹤0.01%
30
97
$992 ﹤0.01%
12
98
$984 ﹤0.01%
+12
99
$969 ﹤0.01%
5
100
$881 ﹤0.01%
155
2 3
4
5 6