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
$40.5M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$6.4M
3
+$163K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$93.7K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$33K

Top Sells

1
+$32.5K
2
+$30.2K
3
+$8.71K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$7.56K
5
MRNA icon
Moderna
MRNA
+$6.68K

Sector Composition

1 Technology 1.71%
2 Financials 0.86%
3 Industrials 0.45%
4 Consumer Discretionary 0.44%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.34K 0.01%
1,921
77
$5.32K 0.01%
+34
78
$5.23K 0.01%
162
79
$5.04K 0.01%
+118
80
$4.88K 0.01%
11
81
$4.86K 0.01%
171
82
$4.64K 0.01%
200
83
$4.46K 0.01%
135
84
$4.23K 0.01%
147
85
$4.17K 0.01%
48
86
$4.08K 0.01%
120
87
$4.06K 0.01%
70
88
$3.88K 0.01%
50
89
$3.61K 0.01%
26
90
$3.46K 0.01%
+61
91
$3.34K 0.01%
+75
92
$3.34K 0.01%
+50
93
$3.24K 0.01%
49
94
$3.18K 0.01%
+200
95
$3.13K 0.01%
+32
96
$3.12K 0.01%
300
97
$2.72K 0.01%
35
98
$2.69K 0.01%
+8
99
$2.64K 0.01%
20
100
$2.57K 0.01%
205
2 3
4
5 6