IA
IFS Advisors Portfolio holdings
AUM
$192M
1-Year Est. Return
9.79%
1 Year Est. Return
+9.79%
AUM
$171M
AUM Growth
+$38.7M
(+29%)
Holding
179
Top Buys
| 1 | +$11.4M | |
| 2 | +$6.81M | |
| 3 | +$4.7M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.92M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$2.87M |
Top Sells
| 1 | +$740K | |
| 2 | +$249K | |
| 3 | +$195K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$20.1K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$7.24K |
Sector Composition
| 1 | Technology | 0.76% |
| 2 | Financials | 0.54% |
| 3 | Consumer Discretionary | 0.27% |
| 4 | Healthcare | 0.23% |
| 5 | Communication Services | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Schwab US Broad Market ETF
SCHB
$38.9B
| $44 | ﹤0.01% |
1
|
|
||
|
ONL
177
Orion Office REIT
ONL
$121M
| $40 | ﹤0.01% |
15
|
|
||
178
General Mills
GIS
$23.7B
| – | – |
-10
|
|
||
|
179
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
| – | – |
-82
|
|