IA
IFS Advisors Portfolio holdings
AUM
$132M
This Quarter Return
+1.29%
1 Year Return
+10.07%
3 Year Return
+47.16%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+0.75%)
Cap. Flow
+$2.71M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
95.68%
Holding
191
New
34
Increased
32
Reduced
9
Closed
3
Top Buys
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.18M |
| 2 |
Exxon Mobil
XOM
|
$238K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$194K |
| 4 |
Pfizer
PFE
|
$86.9K |
| 5 |
Walmart
WMT
|
$81.3K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.16M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$563K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$178K |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$94.5K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$77.8K |
Sector Composition
| 1 | Technology | 0.86% |
| 2 | Financials | 0.62% |
| 3 | Consumer Discretionary | 0.31% |
| 4 | Healthcare | 0.3% |
| 5 | Energy | 0.3% |
