IA

IFS Advisors Portfolio holdings

AUM $192M
1-Year Est. Return 9.79%
This Quarter Est. Return
1 Year Est. Return
+9.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$9.98M
3 +$7.85M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$3.01M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.81M

Top Sells

1 +$10.3M
2 +$3.77M
3 +$3.68M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.41M
5
BND icon
Vanguard Total Bond Market
BND
+$1.12M

Sector Composition

1 Technology 0.65%
2 Financials 0.49%
3 Consumer Discretionary 0.25%
4 Healthcare 0.25%
5 Industrials 0.15%