IA
IFS Advisors Portfolio holdings
AUM
$132M
This Quarter Return
+5.17%
1 Year Return
+10.07%
3 Year Return
+47.16%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+6.5%)
Cap. Flow
+$1.6M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
96.95%
Holding
159
New
3
Increased
15
Reduced
6
Closed
1
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.41M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$198K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$76.6K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$71K |
| 5 |
Deere & Co
DE
|
$60.5K |
Top Sells
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$159K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$102K |
| 3 |
Dare Bioscience
DARE
|
$33.9K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$19.5K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$5.28K |
Sector Composition
| 1 | Technology | 0.72% |
| 2 | Financials | 0.43% |
| 3 | Industrials | 0.17% |
| 4 | Consumer Discretionary | 0.14% |
| 5 | Healthcare | 0.14% |
