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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19.9M
3
+$11.3M
4
BND icon
Vanguard Total Bond Market
BND
+$10.5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$9.92M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.47%
2 Technology 0.38%
3 Healthcare 0.2%
4 Financials 0.2%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.01%
+590
102
$11K 0.01%
+33
103
$10K 0.01%
+1,000
104
$10K 0.01%
+800
105
$9K 0.01%
+60
106
$9K 0.01%
+20
107
$9K 0.01%
+164
108
$9K 0.01%
+227
109
$9K 0.01%
+534
110
$9K 0.01%
+140
111
$8K 0.01%
+61
112
$8K 0.01%
+400
113
$8K 0.01%
+288
114
$8K 0.01%
+200
115
$8K 0.01%
+192
116
$8K 0.01%
+200
117
$7K 0.01%
+76
118
$6K ﹤0.01%
+154
119
$6K ﹤0.01%
+127
120
$6K ﹤0.01%
+142
121
$6K ﹤0.01%
+100
122
$6K ﹤0.01%
+65
123
$5K ﹤0.01%
+120
124
$5K ﹤0.01%
+141
125
$5K ﹤0.01%
+188
3 4
5
6 7