IH
IFC Holdings Portfolio holdings
AUM
$1.45B
1-Year Return
15.5%
This Quarter Return
+4.68%
1 Year Return
+15.5%
3 Year Return
+25.08%
5 Year Return
–
10 Year Return
–
AUM
$460M
AUM Growth
+$41.6M
(+9.9%)
Cap. Flow
+$25.4M
Cap. Flow
% of AUM
5.52%
Top 10 Holdings %
Top 10 Hldgs %
27.18%
Holding
382
New
44
Increased
172
Reduced
110
Closed
37
Top Buys
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$7.81M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.88M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$2.85M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$2.73M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.57M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.88% |
| 2 | Industrials | 4.56% |
| 3 | Financials | 3.48% |
| 4 | Consumer Staples | 3.31% |
| 5 | Energy | 3.04% |