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
$1B
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$7.7M
3 +$7.14M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.62M

Top Sells

1 +$8.32M
2 +$5.9M
3 +$5.66M
4
RAI
Reynolds American Inc
RAI
+$5.2M
5
GLD icon
SPDR Gold Trust
GLD
+$4.06M

Sector Composition

1 Financials 4.23%
2 Technology 2.68%
3 Communication Services 2.52%
4 Healthcare 2.46%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$318K 0.03%
9,290
+68
302
$318K 0.03%
2,984
303
$317K 0.03%
3,067
+133
304
$316K 0.03%
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-114
305
$316K 0.03%
3,675
+234
306
$315K 0.03%
10,000
307
$312K 0.03%
5,783
-819
308
$310K 0.03%
2,947
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309
$307K 0.03%
23,357
-1,662
310
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23,880
+2,236
311
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8,686
-1,290
312
$303K 0.03%
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313
$301K 0.03%
8,440
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314
$299K 0.03%
2,873
-120
315
$298K 0.03%
32,647
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316
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5,357
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5,884
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6,468
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6,119
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$285K 0.03%
5,938
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$282K 0.03%
19,985
+1,595
325
$280K 0.03%
7,386
-4,772