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
$84.2M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.08M
3
+$3.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.38M

Top Sells

1
+$28.7K
2
+$10.9K
3
+$5.41K
4
GE icon
GE Aerospace
GE
+$4.2K
5
VMW
VMware, Inc
VMW
+$1.66K

Sector Composition

1 Technology 0.81%
2 Financials 0.5%
3 Consumer Discretionary 0.2%
4 Industrials 0.18%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.96K ﹤0.01%
200
102
$2.85K ﹤0.01%
20
103
$2.74K ﹤0.01%
100
104
$2.71K ﹤0.01%
30
105
$2.69K ﹤0.01%
32
106
$2.59K ﹤0.01%
35
107
$2.45K ﹤0.01%
50
108
$2.42K ﹤0.01%
42
109
$2.33K ﹤0.01%
205
110
$2.26K ﹤0.01%
60
111
$2.07K ﹤0.01%
25
112
$2.02K ﹤0.01%
20
113
$1.98K ﹤0.01%
1,921
114
$1.85K ﹤0.01%
22
115
$1.85K ﹤0.01%
10
116
$1.71K ﹤0.01%
33
117
$1.58K ﹤0.01%
30
118
$1.49K ﹤0.01%
+10
119
$1.46K ﹤0.01%
226
120
$1.44K ﹤0.01%
+50
121
$1.35K ﹤0.01%
300
122
$1.32K ﹤0.01%
25
123
$1.24K ﹤0.01%
12
124
$1.09K ﹤0.01%
155
125
$913 ﹤0.01%
30
3 4
5
6 7