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
$40.5M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$6.4M
3
+$163K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$93.7K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$33K

Top Sells

1
+$32.5K
2
+$30.2K
3
+$8.71K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$7.56K
5
MRNA icon
Moderna
MRNA
+$6.68K

Sector Composition

1 Technology 1.71%
2 Financials 0.86%
3 Industrials 0.45%
4 Consumer Discretionary 0.44%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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