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
$84.2M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.08M
3
+$3.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.38M

Top Sells

1
+$28.7K
2
+$10.9K
3
+$5.41K
4
GE icon
GE Aerospace
GE
+$4.2K
5
VMW
VMware, Inc
VMW
+$1.66K

Sector Composition

1 Technology 0.81%
2 Financials 0.5%
3 Consumer Discretionary 0.2%
4 Industrials 0.18%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.84K 0.01%
135
77
$5.81K 0.01%
118
78
$5.76K 0.01%
100
79
$5.74K 0.01%
33
80
$5.47K 0.01%
21
-110
81
$5.47K 0.01%
55
82
$5.31K 0.01%
534
83
$5.26K 0.01%
171
84
$5.23K 0.01%
11
85
$5.13K 0.01%
+100
86
$4.94K 0.01%
50
87
$4.83K 0.01%
200
88
$4.28K 0.01%
70
89
$4.17K 0.01%
26
90
$3.94K ﹤0.01%
61
91
$3.75K ﹤0.01%
+20
92
$3.52K ﹤0.01%
950
93
$3.52K ﹤0.01%
150
94
$3.49K ﹤0.01%
+100
95
$3.3K ﹤0.01%
8
96
$3.28K ﹤0.01%
+25
97
$3.11K ﹤0.01%
48
-1
98
$3.07K ﹤0.01%
50
99
$3.04K ﹤0.01%
120
100
$3.04K ﹤0.01%
+20
2 3
4
5 6