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
$171M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.76%
2 Financials 0.54%
3 Consumer Discretionary 0.27%
4 Healthcare 0.23%
5 Communication Services 0.17%