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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
126
$551K 0.19%
12,587
-145
127
$550K 0.19%
5,531
-72
128
$549K 0.19%
2,558
-236
129
$547K 0.19%
6,864
-158
130
$543K 0.18%
14,204
-506
131
$542K 0.18%
10,190
+545
132
$542K 0.18%
4,481
-178
133
$530K 0.18%
3,225
-15
134
$527K 0.18%
10,222
135
$523K 0.18%
3,030
+426
136
$520K 0.18%
+22,790
137
$512K 0.17%
1,542
+1
138
$500K 0.17%
1,353
139
$494K 0.17%
3,456
+20
140
$492K 0.17%
+12,943
141
$483K 0.16%
5,717
-572
142
$482K 0.16%
3,883
-78
143
$477K 0.16%
1,074
-131
144
$475K 0.16%
9,277
+297
145
$473K 0.16%
773
+214
146
$463K 0.16%
13,492
-720
147
$459K 0.16%
6,265
+17
148
$458K 0.16%
1,626
-16
149
$457K 0.15%
4,027
-14
150
$450K 0.15%
5,895
+1,930
4 5
6
7 8