IA

IFS Advisors Portfolio holdings

AUM $192M
1-Year Est. Return 9.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.7M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$4.94M
3
+$1.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.7M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$730K

Top Sells

1
+$220K
2
+$31.2K
3
+$14.3K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.39K
5
SHEL icon
Shell
SHEL
+$8.03K

Sector Composition

1 Technology 1.18%
2 Financials 0.69%
3 Consumer Discretionary 0.31%
4 Industrials 0.29%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.3K ﹤0.01%
32
102
$2.28K ﹤0.01%
300
103
$2.23K ﹤0.01%
205
104
$2.21K ﹤0.01%
20
105
$2.16K ﹤0.01%
42
106
$2.03K ﹤0.01%
35
107
$1.99K ﹤0.01%
60
108
$1.95K ﹤0.01%
+69
109
$1.81K ﹤0.01%
33
110
$1.8K ﹤0.01%
50
111
$1.7K ﹤0.01%
22
112
$1.69K ﹤0.01%
100
113
$1.66K ﹤0.01%
10
114
$1.6K ﹤0.01%
30
115
$1.57K ﹤0.01%
10
116
$1.54K ﹤0.01%
25
117
$1.51K ﹤0.01%
20
118
$1.23K ﹤0.01%
155
119
$1.22K ﹤0.01%
25
120
$1.14K ﹤0.01%
12
121
$1.08K ﹤0.01%
226
122
$1.01K ﹤0.01%
58
123
$914 ﹤0.01%
30
124
$816 ﹤0.01%
12
125
$698 ﹤0.01%
56
3 4
5
6 7