IA

IFC Advisors Portfolio holdings

AUM $546M
1-Year Est. Return 19.37%
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$3.79M
2 +$3.56M
3 +$3.32M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.59M
5
SLV icon
iShares Silver Trust
SLV
+$1.95M

Top Sells

1 +$4.43M
2 +$3.28M
3 +$2.53M
4
COP icon
ConocoPhillips
COP
+$1.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.37M

Sector Composition

1 Financials 11.79%
2 Technology 10.39%
3 Communication Services 7.89%
4 Consumer Discretionary 3.99%
5 Industrials 3.43%