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
$119M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$179K
3 +$15.7K
4
TRV icon
Travelers Companies
TRV
+$14K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$8.88K

Top Sells

1 +$581K
2 +$244K
3 +$234K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$86.2K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$65.1K

Sector Composition

1 Technology 0.69%
2 Financials 0.39%
3 Healthcare 0.14%
4 Consumer Staples 0.13%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$73 ﹤0.01%
3
152
$53 ﹤0.01%
15
153
0
154
$40 ﹤0.01%
11
155
$28 ﹤0.01%
26
156
$20 ﹤0.01%
1
157
-40