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
$84.2M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$4.08M
3
+$3.09M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.12M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.38M

Top Sells

1
+$28.7K
2
+$10.9K
3
+$5.41K
4
GE icon
GE Aerospace
GE
+$4.2K
5
VMW
VMware, Inc
VMW
+$1.66K

Sector Composition

1 Technology 0.81%
2 Financials 0.5%
3 Consumer Discretionary 0.2%
4 Industrials 0.18%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-162
152
– –
-653
153
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-160
154
– –
-12
155
– –
-48
156
– –
0
157
– –
0
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