IA
IFS Advisors Portfolio holdings
AUM
$132M
This Quarter Return
+8.34%
1 Year Return
+10.07%
3 Year Return
+47.16%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.77%
Holding
178
New
178
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$36.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$19.9M |
| 3 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$11.3M |
| 4 |
Vanguard Total Bond Market
BND
|
$10.5M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$9.92M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 0.47% |
| 2 | Technology | 0.38% |
| 3 | Healthcare | 0.2% |
| 4 | Financials | 0.2% |
| 5 | Industrials | 0.17% |