IH

IFC Holdings Portfolio holdings

AUM $1.45B
1-Year Est. Return 15.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.65M
3
+$3.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.35M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.09M

Top Sells

1
+$3.19M
2
+$3.06M
3
+$2.39M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.24M

Sector Composition

1 Healthcare 4.57%
2 Industrials 4.14%
3 Energy 3.42%
4 Financials 3.26%
5 Consumer Staples 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
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