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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
176
$356K 0.12%
5,116
177
$354K 0.12%
1,006
-197
178
$353K 0.12%
2,858
179
$353K 0.12%
4,815
+736
180
$347K 0.12%
1,426
+2
181
$346K 0.12%
19,911
-284
182
$342K 0.12%
1,585
+93
183
$337K 0.11%
8,472
+1,040
184
$331K 0.11%
1,372
-8
185
$331K 0.11%
1,690
-2,442
186
$329K 0.11%
3,534
187
$327K 0.11%
1,517
+9
188
$323K 0.11%
1,183
+9
189
$323K 0.11%
6,750
190
$322K 0.11%
3,930
+5
191
$321K 0.11%
9,059
+7
192
$320K 0.11%
2,065
-8
193
$313K 0.11%
2,338
+152
194
$308K 0.1%
5,689
-337
195
$308K 0.1%
+1,105
196
$304K 0.1%
+2,967
197
$302K 0.1%
12,366
-139
198
$302K 0.1%
+8,314
199
$299K 0.1%
7,752
-100
200
$297K 0.1%
+5,762
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8
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