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
151
$446K 0.15%
5,421
-97
152
$439K 0.15%
2,626
-105
153
$436K 0.15%
5,234
154
$435K 0.15%
4,504
+70
155
$432K 0.15%
4,726
+617
156
$427K 0.14%
856
+24
157
$425K 0.14%
8,433
-301
158
$412K 0.14%
7,737
-401
159
$409K 0.14%
+20,276
160
$400K 0.14%
+12,732
161
$399K 0.14%
16,675
+715
162
$398K 0.13%
2,556
163
$396K 0.13%
4,283
-50
164
$393K 0.13%
8,818
-524
165
$389K 0.13%
2,083
+2
166
$384K 0.13%
12,973
-393
167
$376K 0.13%
14,867
-281
168
$372K 0.13%
1,508
+50
169
$367K 0.12%
13,004
170
$365K 0.12%
5,428
+1,216
171
$364K 0.12%
3,646
+19
172
$362K 0.12%
1,734
+363
173
$359K 0.12%
7,970
+4
174
$358K 0.12%
+5,105
175
$358K 0.12%
3,987
-414
5 6
7
8 9