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
$1.14B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$8.73M
2 +$6.82M
3 +$6.55M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.91M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.48M

Sector Composition

1 Financials 3.93%
2 Technology 2.99%
3 Communication Services 2.42%
4 Healthcare 2.25%
5 Industrials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$210K 0.02%
+7,105
427
$210K 0.02%
+3,195
428
$209K 0.02%
19,199
-2,187
429
$207K 0.02%
+3,891
430
$207K 0.02%
4,095
-36,120
431
$206K 0.02%
+3,579
432
$206K 0.02%
1,709
+3
433
$205K 0.02%
+3,444
434
$203K 0.02%
15,506
-650
435
$200K 0.02%
1,539
-102
436
$198K 0.02%
+14,516
437
$189K 0.02%
135,500
+34,000
438
$181K 0.02%
135,331
439
$177K 0.02%
+12,330
440
$175K 0.02%
21,340
441
$175K 0.02%
7,335
+121
442
$166K 0.01%
+2,127
443
$165K 0.01%
13,149
+33
444
$158K 0.01%
+11,356
445
$153K 0.01%
+988
446
$152K 0.01%
+11,419
447
$150K 0.01%
10,353
448
$146K 0.01%
+12,870
449
$145K 0.01%
14,406
450
$141K 0.01%
+14,100