IA

IFS Advisors Portfolio holdings

AUM $194M
1-Year Est. Return 13.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.74M
3
+$4.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.88M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.87M

Top Sells

1
+$712K
2
+$238K
3
+$194K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$19.2K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.24K

Sector Composition

1 Technology 0.76%
2 Financials 0.54%
3 Consumer Discretionary 0.27%
4 Healthcare 0.23%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15.5K 0.01%
119
77
$15.2K 0.01%
299
78
$15.2K 0.01%
341
79
$15K 0.01%
227
80
$14.6K 0.01%
135
81
$13.7K 0.01%
186
82
$13.4K 0.01%
585
83
$13.3K 0.01%
72
84
$13.2K 0.01%
189
85
$13.1K 0.01%
58
86
$12.9K 0.01%
249
87
$12.7K 0.01%
130
88
$11.7K 0.01%
102
89
$11.6K 0.01%
33
90
$11.3K 0.01%
155
91
$11.2K 0.01%
315
92
$11.1K 0.01%
33
93
$10.7K 0.01%
288
94
$10.7K 0.01%
57
95
$10.6K 0.01%
75
96
$10.5K 0.01%
175
97
$10.3K 0.01%
44
98
$9.89K 0.01%
893
99
$9.89K 0.01%
118
100
$9.81K 0.01%
148
2 3
4
5 6