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
$115M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$7.9M
3
+$64.4K
4
ABBV icon
AbbVie
ABBV
+$36.4K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$35.7K

Top Sells

1
+$299K
2
+$46.3K
3
+$38.1K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$35.2K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$13.4K

Sector Composition

1 Technology 0.62%
2 Financials 0.41%
3 Healthcare 0.16%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.61K ﹤0.01%
20
102
$3.54K ﹤0.01%
20
103
$3.35K ﹤0.01%
50
104
$3.34K ﹤0.01%
1,921
105
$3.14K ﹤0.01%
30
106
$3.12K ﹤0.01%
32
107
$2.71K ﹤0.01%
48
108
$2.59K ﹤0.01%
35
-142
109
$2.53K ﹤0.01%
60
110
$2.51K ﹤0.01%
25
111
$2.41K ﹤0.01%
42
112
$2.35K ﹤0.01%
200
113
$2.33K ﹤0.01%
100
114
$2.19K ﹤0.01%
10
115
$2.07K ﹤0.01%
20
116
$1.89K ﹤0.01%
120
117
$1.8K ﹤0.01%
30
118
$1.79K ﹤0.01%
205
119
$1.71K ﹤0.01%
34
+1
120
$1.69K ﹤0.01%
23
+1
121
$1.58K ﹤0.01%
10
122
$1.55K ﹤0.01%
155
123
$1.48K ﹤0.01%
50
124
$1.41K ﹤0.01%
12
125
$1.35K ﹤0.01%
50
3 4
5
6 7