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
$53.7M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.66M
3
+$1.63M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.61M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$693K

Top Sells

1
+$211K
2
+$29.1K
3
+$13.7K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.04K
5
SHEL icon
Shell
SHEL
+$8.03K

Sector Composition

1 Technology 1.18%
2 Financials 0.69%
3 Consumer Discretionary 0.31%
4 Industrials 0.29%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.41K 0.01%
162
77
$5.32K 0.01%
13
78
$5.29K 0.01%
100
79
$5.26K 0.01%
950
80
$5.13K 0.01%
534
81
$4.82K 0.01%
118
82
$4.7K 0.01%
11
83
$4.6K 0.01%
200
84
$4.58K 0.01%
171
85
$4.46K 0.01%
135
86
$4.43K 0.01%
+50
87
$4.2K 0.01%
48
88
$4.04K 0.01%
147
89
$3.7K 0.01%
70
90
$3.64K 0.01%
150
91
$3.64K 0.01%
26
92
$3.37K 0.01%
61
93
$3.35K 0.01%
120
94
$3.28K 0.01%
1,921
95
$3.03K 0.01%
8
96
$2.92K 0.01%
50
97
$2.6K ﹤0.01%
49
98
$2.58K ﹤0.01%
200
99
$2.48K ﹤0.01%
33
100
$2.44K ﹤0.01%
30
2 3
4
5 6