IA
IFS Advisors Portfolio holdings
AUM
$171M
1-Year Est. Return
9.9%
1 Year Est. Return
+9.9%
AUM
$132M
AUM Growth
+$9.01M
(+7.3%)
Holding
205
Top Buys
| 1 | +$15.9M | |
| 2 | +$11.8M | |
| 3 | +$3.06M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.01M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$905K |
Top Sells
| 1 | +$16.7M | |
| 2 | +$13.4M | |
| 3 | +$5.18M | |
| 4 |
Exxon Mobil
XOM
|
+$239K |
| 5 |
Walmart
WMT
|
+$88K |
Sector Composition
| 1 | Technology | 0.88% |
| 2 | Financials | 0.69% |
| 3 | Healthcare | 0.29% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Communication Services | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Commerce Bancshares
CBSH
$7.15B
| – | – |
-195
|
|
||
202
Bristol-Myers Squibb
BMY
$88.8B
| – | – |
-600
|
|
||
203
Global X Artificial Intelligence & Technology ETF
AIQ
$5.45B
| – | – |
-100
|
|
||
204
Alset
AEI
$95.8M
| – | – |
-335
|
|
||
205
Abbott
ABT
$224B
| – | – |
-200
|
|