IA
IFC Advisors Portfolio holdings
AUM
$546M
1-Year Est. Return
19.37%
1 Year Est. Return
+19.37%
AUM
$535M
AUM Growth
+$55.5M
(+12%)
Holding
181
Top Buys
| 1 | +$3.79M | |
| 2 | +$3.56M | |
| 3 | +$3.32M | |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$2.59M |
| 5 |
iShares Silver Trust
SLV
|
+$1.95M |
Top Sells
| 1 | +$4.43M | |
| 2 | +$3.28M | |
| 3 | +$2.53M | |
| 4 |
ConocoPhillips
COP
|
+$1.61M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Medtronic
MDT
$123B
| – | – |
-3,098
|
|
||
177
PG&E
PCG
$36.2B
| – | – |
-147,491
|
|
||
178
Procter & Gamble
PG
$345B
| – | – |
-1,343
|
|
||
179
PNC Financial Services
PNC
$72.2B
| – | – |
-1,298
|
|
||
180
Sunrun
RUN
$4.33B
| – | – |
-15,735
|
|
||
181
UnitedHealth
UNH
$292B
| – | – |
-8,454
|
|