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
301
$229K 0.04%
11,769
+13
302
$228K 0.04%
5,961
+5
303
$227K 0.04%
4,633
304
$227K 0.04%
3,622
-461
305
$227K 0.04%
9,666
+235
306
$223K 0.04%
3,490
-1,774
307
$222K 0.04%
3,903
-196
308
$222K 0.04%
8,568
309
$221K 0.04%
+1,206
310
$221K 0.04%
6,711
-513
311
$220K 0.04%
3,190
-254
312
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+5,764
313
$219K 0.04%
+3,701
314
$219K 0.04%
5,297
315
$218K 0.04%
10,161
+800
316
$217K 0.04%
+3,390
317
$216K 0.04%
4,953
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318
$213K 0.04%
15,102
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319
$212K 0.04%
+6,173
320
$212K 0.04%
1,151
-382
321
$211K 0.04%
15,167
+5,035
322
$210K 0.04%
+6,818
323
$209K 0.04%
+2,574
324
$208K 0.04%
13,284
+2,592
325
$208K 0.04%
4,473
-195
11 12
13
14 15