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
$126M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$198K
3 +$76.6K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$71K
5
DE icon
Deere & Co
DE
+$60.5K

Sector Composition

1 Technology 0.72%
2 Financials 0.43%
3 Industrials 0.17%
4 Consumer Discretionary 0.14%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$184 ﹤0.01%
26
152
$156 ﹤0.01%
10
153
$148 ﹤0.01%
68
154
$91 ﹤0.01%
3
155
$60 ﹤0.01%
15
156
0
157
$26 ﹤0.01%
11
158
0
159
-1