IA
IFS Advisors Portfolio holdings
AUM
$132M
This Quarter Return
-4.27%
1 Year Return
+10.07%
3 Year Return
+47.16%
5 Year Return
–
10 Year Return
–
AUM
$53.7M
AUM Growth
+$53.7M
(+33%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
27.66%
Top 10 Holdings %
Top 10 Hldgs %
95.45%
Holding
160
New
6
Increased
8
Reduced
6
Closed
9
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.31M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.66M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.63M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.61M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$693K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$211K |
| 2 |
Apple
AAPL
|
$29.1K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$13.7K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$9.04K |
| 5 |
Shell
SHEL
|
$8.03K |
Sector Composition
| 1 | Technology | 1.18% |
| 2 | Financials | 0.69% |
| 3 | Consumer Discretionary | 0.31% |
| 4 | Industrials | 0.29% |
| 5 | Healthcare | 0.24% |
