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
$127M
AUM Growth
+$946K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$194K
3
+$86.9K
4
WMT icon
Walmart
WMT
+$81.3K
5
AMZN icon
Amazon
AMZN
+$71.3K

Top Sells

1
+$1.16M
2
+$563K
3
+$178K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$146K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$94.5K

Sector Composition

1 Technology 0.86%
2 Financials 0.62%
3 Consumer Discretionary 0.31%
4 Healthcare 0.3%
5 Energy 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.5K 0.01%
590
77
$12.3K 0.01%
36
78
$12.1K 0.01%
213
79
$11.9K 0.01%
50
80
$11.4K 0.01%
154
81
$11.4K 0.01%
102
82
$11.3K 0.01%
+200
83
$11.3K 0.01%
150
84
$11.3K 0.01%
34
85
$10.9K 0.01%
248
86
$10.8K 0.01%
+200
87
$10.7K 0.01%
135
88
$10.2K 0.01%
112
89
$10.2K 0.01%
315
90
$9.95K 0.01%
296
91
$9.66K 0.01%
80
92
$9.65K 0.01%
57
93
$9.5K 0.01%
876
94
$9.43K 0.01%
+300
95
$9.35K 0.01%
288
96
$9.33K 0.01%
+3,040
97
$8.96K 0.01%
+58
98
$8.84K 0.01%
175
99
$8.72K 0.01%
+200
100
$8.64K 0.01%
+75
2 3
4
5 6