IA
IFS Advisors Portfolio holdings
AUM
$132M
1-Year Return
10.07%
This Quarter Return
+8.31%
1 Year Return
+10.07%
3 Year Return
+47.16%
5 Year Return
–
10 Year Return
–
AUM
$40.5M
AUM Growth
+$16M
(+65%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
35.68%
Top 10 Holdings %
Top 10 Hldgs %
95.29%
Holding
160
New
27
Increased
14
Reduced
3
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.56M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$6.4M |
| 3 |
Apple
AAPL
|
$163K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$93.7K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$33K |
Top Sells
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$32.5K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$30.2K |
| 3 |
iShares Gold Trust
IAU
|
$8.71K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$7.56K |
| 5 |
Moderna
MRNA
|
$6.68K |
Sector Composition
| 1 | Technology | 1.71% |
| 2 | Financials | 0.86% |
| 3 | Industrials | 0.45% |
| 4 | Consumer Discretionary | 0.44% |
| 5 | Healthcare | 0.36% |
