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
$126M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$198K
3
+$76.6K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$71K
5
DE icon
Deere & Co
DE
+$60.5K

Top Sells

1
+$159K
2
+$102K
3
+$19.5K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.28K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$5.21K

Sector Composition

1 Technology 0.72%
2 Financials 0.43%
3 Industrials 0.17%
4 Consumer Discretionary 0.14%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.74K ﹤0.01%
25
102
$3.73K ﹤0.01%
20
103
$3.67K ﹤0.01%
55
104
$3.61K ﹤0.01%
35
105
$3.56K ﹤0.01%
100
106
$3.53K ﹤0.01%
24
+3
107
$3.44K ﹤0.01%
8
108
$3.19K ﹤0.01%
21
109
$3.12K ﹤0.01%
20
110
$3.08K ﹤0.01%
950
111
$2.99K ﹤0.01%
48
112
$2.89K ﹤0.01%
35
113
$2.72K ﹤0.01%
39
114
$2.72K ﹤0.01%
60
115
$2.69K ﹤0.01%
20
116
$2.48K ﹤0.01%
28
+12
117
$2.44K ﹤0.01%
100
118
$2.42K ﹤0.01%
30
119
$2.39K ﹤0.01%
100
120
$2.33K ﹤0.01%
11
121
$2.23K ﹤0.01%
30
122
$2.12K ﹤0.01%
200
123
$2.1K ﹤0.01%
42
124
$1.98K ﹤0.01%
23
125
$1.9K ﹤0.01%
1,921
3 4
5
6 7