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
$546M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$6.79M
2 +$1.38M
3 +$297K
4
TSM icon
TSMC
TSM
+$243K
5
MEM icon
Matthews Emerging Markets Equity Active ETF
MEM
+$238K

Top Sells

1 +$12.1M
2 +$3.75M
3 +$3.53M
4
FLUT icon
Flutter Entertainment
FLUT
+$3.52M
5
EL icon
Estee Lauder
EL
+$3.32M

Sector Composition

1 Financials 11.36%
2 Technology 11.18%
3 Communication Services 8.95%
4 Industrials 3.55%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FLUT icon
176
Flutter Entertainment
FLUT
$33B
-12,309