IH

IFC Holdings Portfolio holdings

AUM $1.45B
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$4.88M
3
+$2.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.57M

Top Sells

1
+$4.15M
2
+$3.67M
3
+$2.59M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.96M
5
DHI icon
D.R. Horton
DHI
+$1.78M

Sector Composition

1 Healthcare 4.88%
2 Industrials 4.56%
3 Financials 3.48%
4 Consumer Staples 3.31%
5 Energy 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$308K 0.07%
4,827
+117
252
$307K 0.07%
25,540
-2,213
253
$304K 0.07%
6,298
-85
254
$301K 0.07%
5,377
-1,664
255
$300K 0.07%
7,758
+446
256
$299K 0.07%
9,169
+225
257
$298K 0.06%
15,409
+3,282
258
$295K 0.06%
17,283
-438
259
$294K 0.06%
5,333
+3
260
$294K 0.06%
3,244
+883
261
$292K 0.06%
4,112
262
$291K 0.06%
3,122
+732
263
$290K 0.06%
10,770
-8,024
264
$283K 0.06%
7,704
+168
265
$281K 0.06%
+3,635
266
$276K 0.06%
6,231
+577
267
$275K 0.06%
7,920
268
$272K 0.06%
6,572
+208
269
$272K 0.06%
36,262
-1,000
270
$271K 0.06%
38,279
-335
271
$270K 0.06%
2,266
-335
272
$267K 0.06%
9,680
-359
273
$266K 0.06%
+5,024
274
$265K 0.06%
5,137
+915
275
$261K 0.06%
3,276
+250
9 10
11
12 13