IA
IFC Advisors Portfolio holdings
AUM
$699M
1-Year Est. Return
17.65%
This Fund
S&P 500
1 Year Est. Return
+17.65%
AUM
$699M
AUM Growth
+$14.2M
(+2.1%)
Holding
184
Top Buys
| 1 | +$62.2M | |
| 2 | +$16M | |
| 3 | +$5.8M | |
| 4 |
Genius Sports
GENI
|
+$4.81M |
| 5 |
Angel Oak UltraShort Income ETF
UYLD
|
+$4.55M |
Top Sells
| 1 | +$12.8M | |
| 2 | +$5.31M | |
| 3 | +$4.02M | |
| 4 |
VanEck Gold Miners ETF
GDX
|
+$2.97M |
| 5 |
Flutter Entertainment
FLUT
|
+$2.88M |
Sector Composition
| 1 | Financials | 8.64% |
| 2 | Technology | 6.91% |
| 3 | Communication Services | 5.02% |
| 4 | Industrials | 3.18% |
| 5 | Consumer Discretionary | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Oracle
ORCL
$680B
| – | – |
-2,158
|
|
||
177
Procter & Gamble
PG
$328B
| – | – |
-1,590
|
|
||
178
Prologis
PLD
$134B
| – | – |
-14,858
|
|
||
179
iShares Silver Trust
SLV
$35.8B
| – | – |
-62,379
|
|
||
180
S&P Global
SPGI
$124B
| – | – |
-470
|
|
||
181
Starwood Property Trust
STWD
$6.34B
| – | – |
-21,294
|
|
||
182
Stryker
SYK
$115B
| – | – |
-785
|
|
||
183
UnitedHealth
UNH
$360B
| – | – |
-674
|
|
||
|
184
Flutter Entertainment
FLUT
$17.5B
| – | – |
-13,403
|
|