IA

IFS Advisors Portfolio holdings

AUM $192M
1-Year Est. Return 9.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$155K
3
+$139K
4
CAH icon
Cardinal Health
CAH
+$132K
5
XUSP icon
Innovator Uncapped Accelerated US Equity ETF
XUSP
+$81.4K

Top Sells

1
+$200K
2
+$125K
3
+$21K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.4K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.4K

Sector Composition

1 Technology 0.91%
2 Financials 0.78%
3 Healthcare 0.46%
4 Energy 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-22
202
– –
-200
203
– –
-3
204
– –
-11
205
– –
-23
5 6 7 8
9