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
351
$13K 0.01%
+864
352
$13K 0.01%
+365
353
$13K 0.01%
+181
354
$13K 0.01%
+500
355
$13K 0.01%
+400
356
$13K 0.01%
+440
357
$13K 0.01%
+134
358
$13K 0.01%
+306
359
$13K 0.01%
+1,079
360
$12K 0.01%
+180
361
$12K 0.01%
+51
362
$12K 0.01%
+36
363
$12K 0.01%
+100
364
$12K 0.01%
+138
365
$12K 0.01%
+36
366
$12K 0.01%
+392
367
$12K 0.01%
+91
368
$12K 0.01%
+49
369
$12K 0.01%
+123
370
$12K 0.01%
+69
371
$12K 0.01%
+225
372
$12K 0.01%
+2,100
373
$11K 0.01%
+115
374
$11K 0.01%
+407
375
$11K 0.01%
+795
13 14
15
16 17