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
$460M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$4.88M
3
+$2.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.57M

Top Sells

1
+$4.15M
2
+$3.67M
3
+$2.59M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.96M
5
DHI icon
D.R. Horton
DHI
+$1.78M

Sector Composition

1 Healthcare 4.88%
2 Industrials 4.56%
3 Financials 3.48%
4 Consumer Staples 3.31%
5 Energy 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.34%
31,788
-6,192
77
$1.56M 0.34%
28,408
+4,737
78
$1.53M 0.33%
19,226
+1,598
79
$1.52M 0.33%
61,297
+23,765
80
$1.51M 0.33%
13,201
+1,570
81
$1.49M 0.32%
13,468
+61
82
$1.48M 0.32%
45,364
-2,518
83
$1.47M 0.32%
18,968
+7,510
84
$1.44M 0.31%
8,603
+11
85
$1.43M 0.31%
+21,326
86
$1.43M 0.31%
16,469
+1,077
87
$1.42M 0.31%
64,320
+16,943
88
$1.34M 0.29%
51,802
+31,583
89
$1.34M 0.29%
+20,466
90
$1.34M 0.29%
27,602
-392
91
$1.33M 0.29%
58,203
-796
92
$1.28M 0.28%
11,179
+1,650
93
$1.28M 0.28%
+10,505
94
$1.28M 0.28%
90,930
+50,380
95
$1.28M 0.28%
16,189
+406
96
$1.28M 0.28%
12,002
-847
97
$1.27M 0.28%
25,843
+6,568
98
$1.26M 0.27%
32,364
+3,229
99
$1.25M 0.27%
25,383
+7,354
100
$1.25M 0.27%
33,046
+891
2 3
4
5 6