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
$115M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.9M
3
+$64.4K
4
ABBV icon
AbbVie
ABBV
+$36.4K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$35.7K

Top Sells

1
+$299K
2
+$46.3K
3
+$38.1K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$35.2K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$13.4K

Sector Composition

1 Technology 0.62%
2 Financials 0.41%
3 Healthcare 0.16%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.75K 0.01%
33
77
$8.64K 0.01%
296
78
$8.6K 0.01%
159
79
$7.93K 0.01%
288
80
$6.84K 0.01%
118
81
$6.03K 0.01%
135
82
$6.02K 0.01%
171
83
$5.93K 0.01%
100
84
$5.91K 0.01%
13
85
$5.86K 0.01%
55
86
$5.75K 0.01%
11
87
$5.59K ﹤0.01%
950
88
$5.02K ﹤0.01%
200
89
$4.73K ﹤0.01%
50
90
$4.55K ﹤0.01%
20
91
$4.5K ﹤0.01%
100
92
$4.24K ﹤0.01%
26
93
$4.17K ﹤0.01%
70
94
$4.15K ﹤0.01%
534
95
$4.06K ﹤0.01%
100
96
$4.05K ﹤0.01%
21
97
$3.98K ﹤0.01%
8
98
$3.72K ﹤0.01%
25
99
$3.71K ﹤0.01%
61
100
$3.64K ﹤0.01%
35
2 3
4
5 6