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IFS

Intelligent Financial Strategies Portfolio holdings

AUM $192M
1-Year Est. Return 4.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
-$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$4.79M
3
+$3.11M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$2.92M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$2.85M

Top Sells

1
+$3.99M
2
+$660K
3
+$653K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$617K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$476K

Sector Composition

1 Financials 29.47%
2 Consumer Staples 5.39%
3 Technology 4.5%
4 Consumer Discretionary 2.37%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25K 0.03%
+605
77
$23K 0.02%
150
78
$22K 0.02%
316
79
$22K 0.02%
400
80
$22K 0.02%
166
81
$21K 0.02%
263
+1
82
$21K 0.02%
300
-556
83
$20K 0.02%
250
-965
84
$20K 0.02%
430
85
$19K 0.02%
+841
86
$19K 0.02%
150
87
$19K 0.02%
+815
88
$18K 0.02%
497
89
$16K 0.02%
334
90
$14K 0.01%
155
91
$13K 0.01%
167
92
$8K 0.01%
90
93
$5K 0.01%
133
94
– –
-19
95
– –
-170
96
– –
-4,762
97
– –
-101
98
– –
-668
99
– –
-500
100
– –
-528
1 2 3
4
5