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
76
$1.72M 0.31%
19,853
+1,498
77
$1.72M 0.31%
15,345
+2,033
78
$1.71M 0.31%
14,306
-424
79
$1.69M 0.3%
72,608
-4,530
80
$1.67M 0.3%
30,959
+649
81
$1.65M 0.3%
33,567
+724
82
$1.64M 0.3%
41,968
+740
83
$1.52M 0.27%
32,821
+269
84
$1.5M 0.27%
16,799
+69
85
$1.48M 0.27%
34,402
-1,959
86
$1.47M 0.27%
37,243
+2,504
87
$1.46M 0.26%
29,828
-21,811
88
$1.43M 0.26%
70,144
+36,655
89
$1.36M 0.25%
11,534
+3,564
90
$1.36M 0.24%
12,166
-369
91
$1.34M 0.24%
22,092
+421
92
$1.28M 0.23%
37,115
+4,568
93
$1.28M 0.23%
25,216
+20,887
94
$1.27M 0.23%
39,401
+975
95
$1.27M 0.23%
25,392
+2,179
96
$1.23M 0.22%
45,756
-82
97
$1.22M 0.22%
116,160
+18,388
98
$1.21M 0.22%
8,604
-88
99
$1.19M 0.21%
14,965
+2,385
100
$1.18M 0.21%
54,867
+2,579
2 3
4
5 6