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
151
$1.03M 0.09%
64,206
-381
152
$1.03M 0.09%
8,461
+810
153
$1.03M 0.09%
37,420
-4,904
154
$1.01M 0.09%
61,988
+4,263
155
$1.01M 0.09%
+25,313
156
$1M 0.09%
4
157
$1M 0.09%
73,996
+590
158
$999K 0.09%
16,032
-482
159
$993K 0.09%
85,030
+15,628
160
$981K 0.09%
9,507
-1,149
161
$957K 0.08%
7,158
+9
162
$954K 0.08%
16,313
-3,047
163
$945K 0.08%
21,193
+6,545
164
$933K 0.08%
15,475
-2,707
165
$915K 0.08%
9,005
+2,899
166
$912K 0.08%
+16,656
167
$907K 0.08%
16,487
+68
168
$907K 0.08%
11,667
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169
$900K 0.08%
+18,001
170
$898K 0.08%
27,888
-604
171
$893K 0.08%
15,680
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172
$890K 0.08%
39,715
+9,071
173
$887K 0.08%
+9,742
174
$886K 0.08%
17,047
-1,582
175
$876K 0.08%
9,815
+2,282