We are live on ! Find out more
IIM

IFC & Insurance Marketing Portfolio holdings

AUM $114M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.16M
3
+$6.06M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.01M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$4.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.15%
2 Consumer Discretionary 3.85%
3 Industrials 1.52%
4 Financials 1.23%
5 Energy 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18K 0.02%
+37
302
$18K 0.02%
+110
303
$18K 0.02%
+34
304
$18K 0.02%
+180
305
$18K 0.02%
+358
306
$17K 0.02%
+369
307
$17K 0.02%
+225
308
$17K 0.02%
+420
309
$17K 0.02%
+86
310
$17K 0.02%
+898
311
$17K 0.02%
+51
312
$16K 0.02%
+81
313
$16K 0.02%
+340
314
$16K 0.02%
+185
315
$16K 0.02%
+167
316
$16K 0.02%
+335
317
$16K 0.02%
+352
318
$16K 0.02%
+119
319
$16K 0.02%
+126
320
$16K 0.02%
+200
321
$16K 0.02%
+1,350
322
$16K 0.02%
+352
323
$15K 0.01%
+195
324
$15K 0.01%
+280
325
$15K 0.01%
+366
11 12
13
14 15