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
126
$1.35K ﹤0.01%
226
127
$1.09K ﹤0.01%
100
-50
128
$1.09K ﹤0.01%
58
129
$1.05K ﹤0.01%
22
130
$1.03K ﹤0.01%
300
131
$988 ﹤0.01%
30
132
$913 ﹤0.01%
42
133
$903 ﹤0.01%
3
134
$858 ﹤0.01%
40
135
$853 ﹤0.01%
56
136
$849 ﹤0.01%
18
137
$699 ﹤0.01%
10
138
$670 ﹤0.01%
13
-12
139
$624 ﹤0.01%
30
140
$610 ﹤0.01%
16
141
$608 ﹤0.01%
51
142
$566 ﹤0.01%
69
143
$428 ﹤0.01%
160
144
$397 ﹤0.01%
19
145
$370 ﹤0.01%
185
146
$233 ﹤0.01%
335
147
$199 ﹤0.01%
10
148
$71 ﹤0.01%
+3
149
$53 ﹤0.01%
11
150
$52 ﹤0.01%
15
3 4 5
6
7