IA
IFC Advisors Portfolio holdings
AUM
$535M
This Quarter Return
+2.07%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$459M
AUM Growth
–
Cap. Flow
+$459M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.09%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$57.8M |
| 2 |
Principal Spectrum Preferred Securities Active ETF
PREF
|
$44M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$36.7M |
| 4 |
Genius Sports
GENI
|
$22.2M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.24% |
| 2 | Financials | 9.92% |
| 3 | Communication Services | 6.91% |
| 4 | Consumer Discretionary | 3.65% |
| 5 | Healthcare | 3.4% |
