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
$123M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$152K
3
+$143K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$134K
5
XUSP icon
Innovator Uncapped Accelerated US Equity ETF
XUSP
+$75.6K

Top Sells

1
+$180K
2
+$119K
3
+$19.9K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.8K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$10.5K

Sector Composition

1 Technology 0.91%
2 Financials 0.78%
3 Healthcare 0.46%
4 Energy 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.7K 0.01%
+100
77
$15.4K 0.01%
155
78
$15K 0.01%
590
79
$14.5K 0.01%
420
80
$13.9K 0.01%
41
+7
81
$13.8K 0.01%
119
82
$13.7K 0.01%
299
83
$13.4K 0.01%
50
84
$13.2K 0.01%
54
85
$13.1K 0.01%
200
86
$12.9K 0.01%
135
87
$12.2K 0.01%
260
88
$12.1K 0.01%
+195
89
$11.6K 0.01%
150
90
$11K 0.01%
112
91
$10.8K 0.01%
154
92
$10.7K 0.01%
200
93
$10.4K 0.01%
288
94
$10.4K 0.01%
249
+1
95
$10.4K 0.01%
200
96
$10.2K 0.01%
+44
97
$10.1K 0.01%
213
98
$9.94K 0.01%
296
99
$9.83K 0.01%
300
100
$9.75K 0.01%
57
2 3
4
5 6