IA
IFS Advisors Portfolio holdings
AUM
$132M
This Quarter Return
+4.72%
1 Year Return
+10.07%
3 Year Return
+47.16%
5 Year Return
–
10 Year Return
–
AUM
$24.5M
AUM Growth
+$24.5M
(-58%)
Cap. Flow
-$34.5M
Cap. Flow
% of AUM
-140.85%
Top 10 Holdings %
Top 10 Hldgs %
93.7%
Holding
136
New
3
Increased
6
Reduced
10
Closed
11
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$571K |
| 2 |
Archer Daniels Midland
ADM
|
$10.2K |
| 3 |
United States Copper Index Fund
CPER
|
$4.99K |
| 4 |
Monster Beverage
MNST
|
$2.7K |
| 5 |
GE HealthCare
GEHC
|
$984 |
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$18M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$14.6M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.54M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$758K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$80.9K |
Sector Composition
| 1 | Technology | 1.89% |
| 2 | Financials | 1.19% |
| 3 | Utilities | 0.62% |
| 4 | Healthcare | 0.58% |
| 5 | Consumer Staples | 0.45% |
