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
126
$1.85K ﹤0.01%
34
127
$1.69K ﹤0.01%
205
128
$1.45K ﹤0.01%
12
129
$1.44K ﹤0.01%
120
130
$1.35K ﹤0.01%
30
131
$1.21K ﹤0.01%
50
132
$1.12K ﹤0.01%
100
133
$1.11K ﹤0.01%
155
134
$1.11K ﹤0.01%
58
135
$985 ﹤0.01%
22
136
$965 ﹤0.01%
42
137
$821 ﹤0.01%
3
138
$738 ﹤0.01%
10
139
$708 ﹤0.01%
16
140
$703 ﹤0.01%
18
141
$678 ﹤0.01%
300
142
$628 ﹤0.01%
30
143
$601 ﹤0.01%
56
144
$592 ﹤0.01%
51
145
$585 ﹤0.01%
13
146
$497 ﹤0.01%
160
147
$432 ﹤0.01%
335
148
$401 ﹤0.01%
185
149
$389 ﹤0.01%
19
150
$305 ﹤0.01%
50
3 4 5
6
7