IH
IFC Holdings Portfolio holdings
AUM
$1.45B
1-Year Return
15.5%
This Quarter Return
-0.38%
1 Year Return
+15.5%
3 Year Return
+25.08%
5 Year Return
–
10 Year Return
–
AUM
$419M
AUM Growth
–
Cap. Flow
+$419M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.48%
Holding
338
New
338
Increased
–
Reduced
–
Closed
–
Top Buys
1 |
Vanguard Short-Term Bond ETF
BSV
|
$29.3M |
2 |
Vanguard Value ETF
VTV
|
$15.1M |
3 |
Vanguard Growth ETF
VUG
|
$14.7M |
4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$10.8M |
5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.48M |
Top Sells
No sells this quarter
Sector Composition
1 | Healthcare | 4.53% |
2 | Industrials | 3.72% |
3 | Consumer Staples | 3.5% |
4 | Financials | 3.48% |
5 | Energy | 3.35% |