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
$555M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.58M
3
+$2.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M

Top Sells

1
+$5.92M
2
+$3.88M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.53M
5
MAS icon
Masco
MAS
+$2.26M

Sector Composition

1 Healthcare 4.53%
2 Industrials 4.01%
3 Financials 3.53%
4 Technology 3.09%
5 Energy 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.46%
23,334
+28
52
$2.54M 0.46%
64,294
-1,433
53
$2.54M 0.46%
24,365
+2,377
54
$2.5M 0.45%
57,440
+2,299
55
$2.49M 0.45%
91,814
+11,799
56
$2.48M 0.45%
17,924
+1,136
57
$2.46M 0.44%
22,304
-185
58
$2.44M 0.44%
24,124
+3,419
59
$2.42M 0.44%
33,583
+3,381
60
$2.38M 0.43%
28,478
-1,120
61
$2.35M 0.42%
30,569
-3,487
62
$2.35M 0.42%
28,677
+13,180
63
$2.35M 0.42%
25,568
+223
64
$2.31M 0.42%
50,145
-444
65
$2.29M 0.41%
11,616
-12,826
66
$2.24M 0.4%
40,593
-1,331
67
$2.13M 0.38%
17,311
+327
68
$2.11M 0.38%
17,865
+163
69
$2.04M 0.37%
19,153
-604
70
$2.04M 0.37%
25,457
-906
71
$1.95M 0.35%
26,498
-6,903
72
$1.94M 0.35%
68,791
+11,854
73
$1.76M 0.32%
72,534
-555
74
$1.75M 0.32%
30,306
+283
75
$1.74M 0.31%
42,718
+3,451
1 2
3
4 5