We are live on ! Find out more
ISFAN

Investor's Fiduciary Advisor Network Portfolio holdings

AUM $326M
1-Year Est. Return 19.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$983K
3
+$870K
4
CWEN icon
Clearway Energy Class C
CWEN
+$612K
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$594K

Top Sells

1
+$832K
2
+$631K
3
+$544K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$543K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$456K

Sector Composition

1 Technology 16.06%
2 Financials 5.81%
3 Healthcare 4.87%
4 Industrials 4.14%
5 Real Estate 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$755K 0.26%
4,755
-34
102
$754K 0.26%
10,547
-885
103
$726K 0.25%
5,221
-666
104
$717K 0.24%
8,557
+20
105
$711K 0.24%
8,144
-19
106
$703K 0.24%
5,006
-69
107
$693K 0.23%
2,934
+1
108
$689K 0.23%
10,403
-277
109
$684K 0.23%
2,723
-290
110
$682K 0.23%
6,624
+26
111
$653K 0.22%
3,448
-110
112
$650K 0.22%
7,560
113
$643K 0.22%
5,370
-480
114
$633K 0.21%
18,887
+97
115
$625K 0.21%
2,060
+11
116
$619K 0.21%
16,364
-174
117
$619K 0.21%
2,204
-506
118
$617K 0.21%
26,703
+81
119
$600K 0.2%
17,584
+10,546
120
$588K 0.2%
3,538
-110
121
$574K 0.19%
6,412
+34
122
$572K 0.19%
6,460
+1,536
123
$570K 0.19%
+20,209
124
$568K 0.19%
16,520
-550
125
$556K 0.19%
2,806
-2
3 4
5
6 7