IFB

iAB Financial Bank Portfolio holdings

AUM $204M
1-Year Est. Return 19.19%
This Quarter Est. Return
1 Year Est. Return
+19.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.07M
3
+$3.86M
4
AFL icon
Aflac
AFL
+$2.82M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 28.19%
2 Financials 15.16%
3 Energy 9.24%
4 Healthcare 9.15%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.28%
+4,670
77
$275K 0.27%
+5,979
78
$268K 0.27%
+4,500
79
$261K 0.26%
+6,000
80
$251K 0.25%
+5,500
81
$240K 0.24%
+2,800
82
$238K 0.24%
+5,400
83
$230K 0.23%
+2,383
84
$217K 0.22%
+4,779
85
$200K 0.2%
+6,500
86
$118K 0.12%
+2,200
1 2 3
4