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
$37.6M
AUM Growth
-$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.85%
2 Financials 0.47%
3 Utilities 0.47%
4 Healthcare 0.41%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,133
127
-125
128
-12
129
$0 ﹤0.01%
5
130
0
131
$0 ﹤0.01%
51
132
$0 ﹤0.01%
1
133
-50
134
$0 ﹤0.01%
11
135
$0 ﹤0.01%
15
136
$0 ﹤0.01%
51
137
-335