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
276
$260K 0.06%
+5,471
277
$259K 0.06%
5,222
-789
278
$257K 0.06%
4,194
-126
279
$257K 0.06%
6,000
280
$254K 0.06%
1,613
+8
281
$250K 0.05%
11,161
+529
282
$250K 0.05%
17,811
+124
283
$247K 0.05%
3,835
+308
284
$246K 0.05%
2,110
-299
285
$243K 0.05%
4,689
+97
286
$242K 0.05%
6,454
287
$240K 0.05%
11,586
-1,116
288
$239K 0.05%
14,361
-25,126
289
$237K 0.05%
27,543
+339
290
$234K 0.05%
2,815
-745
291
$233K 0.05%
+3,731
292
$233K 0.05%
+7,000
293
$232K 0.05%
6,999
-529
294
$232K 0.05%
+4,119
295
$231K 0.05%
+5,361
296
$230K 0.05%
10,712
-9,981
297
$229K 0.05%
4,935
+228
298
$229K 0.05%
+2,893
299
$229K 0.05%
6,872
-19,869
300
$228K 0.05%
4,038
-160
10 11
12
13 14