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
351
$242K 0.02%
1,993
+12
352
$241K 0.02%
9,381
-6,955
353
$240K 0.02%
10,622
354
$240K 0.02%
2,613
-268
355
$239K 0.02%
11,809
+49
356
$236K 0.02%
13,166
+788
357
$236K 0.02%
4,931
+45
358
$236K 0.02%
4,856
359
$233K 0.02%
7,784
+12
360
$231K 0.02%
5,205
-15,303
361
$231K 0.02%
21,386
+48
362
$231K 0.02%
7,864
-600
363
$231K 0.02%
3,463
-755
364
$231K 0.02%
6,438
+475
365
$228K 0.02%
+2,362
366
$226K 0.02%
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367
$220K 0.02%
7,549
368
$219K 0.02%
26,120
+4,255
369
$219K 0.02%
+7,271
370
$219K 0.02%
+4,824
371
$218K 0.02%
7,829
-703
372
$218K 0.02%
4,134
+315
373
$217K 0.02%
32,820
-7,394
374
$217K 0.02%
+5,657
375
$216K 0.02%
3,087
-143