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%
+23
152
$1K ﹤0.01%
+40
153
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+60
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+6
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+18
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+30
159
$1K ﹤0.01%
+20
160
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+30
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+160
162
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+160
171
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174
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$0 ﹤0.01%
+20