IA
IFC Advisors Portfolio holdings
AUM
$685M
1-Year Est. Return
19.7%
This Fund
S&P 500
1 Year Est. Return
+19.7%
AUM
$546M
AUM Growth
+$11.3M
(+2.1%)
Holding
176
Top Buys
| 1 | +$6.8M | |
| 2 | +$1.61M | |
| 3 | +$264K | |
| 4 |
Blue Owl Capital
OBDC
|
+$228K |
| 5 |
Matthews Emerging Markets Equity Active ETF
MEM
|
+$222K |
Top Sells
| 1 | +$11.6M | |
| 2 | +$3.72M | |
| 3 | +$3.52M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$3.45M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Flutter Entertainment
FLUT
$20.1B
| – | – |
-12,309
|
|