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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
201
$287K 0.1%
3,080
+240
202
$281K 0.1%
2,955
+50
203
$280K 0.09%
811
-19
204
$278K 0.09%
+926
205
$276K 0.09%
1,901
206
$275K 0.09%
8,465
+4
207
$267K 0.09%
3,079
208
$262K 0.09%
2,612
+2
209
$258K 0.09%
+3,447
210
$253K 0.09%
1,193
211
$251K 0.09%
4,464
-2,034
212
$250K 0.08%
5,174
213
$246K 0.08%
4,850
+173
214
$244K 0.08%
256
-14
215
$241K 0.08%
+2,343
216
$240K 0.08%
+4,471
217
$239K 0.08%
3,834
-29
218
$234K 0.08%
713
219
$229K 0.08%
+2,927
220
$228K 0.08%
1,919
+58
221
$228K 0.08%
910
222
$227K 0.08%
949
+24
223
$221K 0.07%
3,278
224
$221K 0.07%
+9,583
225
$216K 0.07%
3,322
-40
6 7 8
9
10