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
$126M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$198K
3
+$76.6K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$71K
5
DE icon
Deere & Co
DE
+$60.5K

Top Sells

1
+$159K
2
+$102K
3
+$19.5K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.28K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$5.21K

Sector Composition

1 Technology 0.72%
2 Financials 0.43%
3 Industrials 0.17%
4 Consumer Discretionary 0.14%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.87K 0.01%
248
77
$9.81K 0.01%
102
78
$9.53K 0.01%
288
79
$9.39K 0.01%
260
80
$8.86K 0.01%
65
81
$8.77K 0.01%
296
82
$8.64K 0.01%
167
83
$8.49K 0.01%
65
+40
84
$7.6K 0.01%
13
85
$6.76K 0.01%
171
86
$6.67K 0.01%
118
87
$6.31K 0.01%
11
88
$6.17K ﹤0.01%
135
89
$5.88K ﹤0.01%
33
90
$5.67K ﹤0.01%
200
91
$5.51K ﹤0.01%
+235
92
$5.42K ﹤0.01%
20
93
$5.37K ﹤0.01%
26
94
$5.22K ﹤0.01%
100
95
$4.91K ﹤0.01%
50
96
$4.5K ﹤0.01%
534
97
$4.49K ﹤0.01%
70
98
$4.04K ﹤0.01%
61
99
$3.9K ﹤0.01%
50
100
$3.88K ﹤0.01%
32
2 3
4
5 6