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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$19.9M
3
+$11.3M
4
BND icon
Vanguard Total Bond Market
BND
+$10.5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$9.92M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.47%
2 Technology 0.38%
3 Healthcare 0.2%
4 Financials 0.2%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
+113
152
$1K ﹤0.01%
+10
153
$1K ﹤0.01%
+42
154
$1K ﹤0.01%
+160
155
$1K ﹤0.01%
+30
156
$1K ﹤0.01%
+20
157
$1K ﹤0.01%
+30
158
$1K ﹤0.01%
+18
159
$1K ﹤0.01%
+25
160
$1K ﹤0.01%
+6
161
$1K ﹤0.01%
+75
162
$1K ﹤0.01%
+60
163
$1K ﹤0.01%
+40
164
$0 ﹤0.01%
+1
165
$0 ﹤0.01%
+19
166
$0 ﹤0.01%
+30
167
$0 ﹤0.01%
+12
168
$0 ﹤0.01%
+40
169
$0 ﹤0.01%
+20
170
$0 ﹤0.01%
+10
171
$0 ﹤0.01%
+10
172
$0 ﹤0.01%
+18
173
$0 ﹤0.01%
+160
174
$0 ﹤0.01%
+12
175
$0 ﹤0.01%
+5
4 5 6
7
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