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
$119M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$179K
3
+$15.7K
4
TRV icon
Travelers Companies
TRV
+$14K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$8.88K

Top Sells

1
+$581K
2
+$244K
3
+$234K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$86.2K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$65.1K

Sector Composition

1 Technology 0.69%
2 Financials 0.39%
3 Healthcare 0.14%
4 Consumer Staples 0.13%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.72K 0.01%
112
77
$8.47K 0.01%
296
78
$8.4K 0.01%
159
79
$7.96K 0.01%
288
80
$7.33K 0.01%
33
81
$7.01K 0.01%
118
82
$6.93K 0.01%
167
83
$6.53K 0.01%
55
84
$6.31K 0.01%
171
85
$6.07K 0.01%
13
86
$5.99K 0.01%
11
87
$5.44K ﹤0.01%
200
88
$5.36K ﹤0.01%
135
89
$5K ﹤0.01%
100
90
$4.63K ﹤0.01%
20
91
$4.59K ﹤0.01%
50
92
$4.58K ﹤0.01%
26
93
$4.36K ﹤0.01%
70
94
$4.13K ﹤0.01%
8
95
$3.97K ﹤0.01%
100
96
$3.92K ﹤0.01%
534
97
$3.87K ﹤0.01%
20
98
$3.83K ﹤0.01%
950
99
$3.82K ﹤0.01%
21
100
$3.55K ﹤0.01%
61
2 3
4
5 6