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
126
$1.34M 0.12%
34,496
+9,493
127
$1.33M 0.12%
52,395
+4,649
128
$1.33M 0.12%
11,874
-933
129
$1.31M 0.12%
16,055
+1,097
130
$1.29M 0.11%
32,938
-23,208
131
$1.28M 0.11%
112,956
+25,682
132
$1.25M 0.11%
24,020
+4,204
133
$1.23M 0.11%
165,104
-3,750
134
$1.23M 0.11%
+13,981
135
$1.2M 0.11%
13,128
+520
136
$1.19M 0.1%
10,058
+1,361
137
$1.19M 0.1%
121,108
+6,527
138
$1.17M 0.1%
19,751
-505
139
$1.14M 0.1%
32,031
+14,559
140
$1.14M 0.1%
6,798
+542
141
$1.12M 0.1%
47,203
+1,665
142
$1.12M 0.1%
+40,454
143
$1.11M 0.1%
14,267
+750
144
$1.08M 0.1%
55,307
-94
145
$1.08M 0.09%
35,809
+1,985
146
$1.06M 0.09%
82,250
+600
147
$1.06M 0.09%
10,389
+2,667
148
$1.05M 0.09%
5,230
-79
149
$1.03M 0.09%
13,070
+317
150
$1.03M 0.09%
7,958
-353