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
$37.6M
AUM Growth
-$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.85%
2 Financials 0.47%
3 Utilities 0.47%
4 Healthcare 0.41%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1K ﹤0.01%
10
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30
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40
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$0 ﹤0.01%
3
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$0 ﹤0.01%
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30
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42
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+1
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18
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-139
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19
120
-7,703
121
$0 ﹤0.01%
160
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0
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185