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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
$95.8M
AUM Growth
-$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$7.5M
3
+$5.56M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$2.19M
5
SCYB icon
Schwab High Yield Bond ETF
SCYB
+$2.02M

Top Sells

1
+$9.34M
2
+$5.03M
3
+$5.03M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$3.9M
5
BBRE icon
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
+$1.8M

Sector Composition

1 Technology 4.09%
2 Consumer Discretionary 2.91%
3 Energy 0.95%
4 Consumer Staples 0.75%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBKR icon
326
Interactive Brokers
IBKR
$41.9B
– –
-216
IBM icon
327
IBM
IBM
$270B
– –
-63
IBUY icon
328
Amplify Online Retail ETF
IBUY
$110M
– –
-225
ICE icon
329
Intercontinental Exchange
ICE
$76.5B
– –
-119
ICLN icon
330
iShares Global Clean Energy ETF
ICLN
$2.67B
– –
-1,304
IDRV icon
331
iShares Self-Driving EV and Tech ETF
IDRV
$133M
– –
-23
IDXX icon
332
Idexx Laboratories
IDXX
$44.5B
– –
-16
IEF icon
333
iShares 7-10 Year Treasury Bond ETF
IEF
$46.8B
– –
-287
IEFA icon
334
iShares Core MSCI EAFE ETF
IEFA
$188B
– –
-1,090
IEI icon
335
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
– –
-1,414
IEMG icon
336
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
– –
-1,978
IEUR icon
337
iShares Core MSCI Europe ETF
IEUR
$8.66B
– –
-34
IEX icon
338
IDEX
IEX
$16.4B
– –
-15
IGIB icon
339
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
– –
-832
IGLB icon
340
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.64B
– –
-31
IGOV icon
341
iShares International Treasury Bond ETF
IGOV
$1.35B
– –
-420
IGPT icon
342
Invesco AI and Next Gen Software ETF
IGPT
$1.32B
– –
-125
IGSB icon
343
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.6B
– –
-104
IGV icon
344
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
– –
-400
IHI icon
345
iShares US Medical Devices ETF
IHI
$3.18B
– –
-382
IJJ icon
346
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.69B
– –
-12
IJK icon
347
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
– –
-1,798
IJR icon
348
iShares Core S&P Small-Cap ETF
IJR
$109B
– –
-120
IJT icon
349
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.2B
– –
-752
ILMN icon
350
Illumina
ILMN
$28.8B
– –
-5
12 13
14
15 16