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
$555M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.58M
3
+$2.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M

Top Sells

1
+$5.92M
2
+$3.88M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.53M
5
MAS icon
Masco
MAS
+$2.26M

Sector Composition

1 Healthcare 4.53%
2 Industrials 4.01%
3 Financials 3.53%
4 Technology 3.09%
5 Energy 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$271K 0.05%
8,376
-581
277
$270K 0.05%
2,700
-594
278
$267K 0.05%
11,520
-2,753
279
$266K 0.05%
+5,066
280
$266K 0.05%
21,750
-3,875
281
$264K 0.05%
6,364
-2,651
282
$263K 0.05%
3,345
-225
283
$261K 0.05%
6,497
+31
284
$258K 0.05%
9,003
+818
285
$257K 0.05%
7,911
+1
286
$256K 0.05%
3,647
+14
287
$254K 0.05%
+10,471
288
$253K 0.05%
2,634
+41
289
$251K 0.05%
4,860
-223
290
$251K 0.05%
17,144
+3,091
291
$251K 0.05%
4,675
-3,341
292
$249K 0.04%
10,480
-386
293
$247K 0.04%
2,890
-63
294
$243K 0.04%
7,441
+445
295
$241K 0.04%
3,444
296
$241K 0.04%
5,370
+263
297
$239K 0.04%
+4,712
298
$237K 0.04%
1,870
+2
299
$231K 0.04%
5,113
+543
300
$230K 0.04%
16,220
-1,592
10 11
12
13 14