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
476
$6K 0.01%
+50
477
$6K 0.01%
+15
478
$6K 0.01%
+73
479
$6K 0.01%
+40
480
$6K 0.01%
+302
481
$6K 0.01%
+1,500
482
$6K 0.01%
+70
483
$6K 0.01%
+75
484
$6K 0.01%
+92
485
$6K 0.01%
+134
486
$6K 0.01%
+81
487
$6K 0.01%
+28
488
$6K 0.01%
+63
489
$6K 0.01%
+36
490
$6K 0.01%
+50
491
$6K 0.01%
+71
492
$6K 0.01%
+105
493
$6K 0.01%
+116
494
$6K 0.01%
+154
495
$6K 0.01%
+1,980
496
$6K 0.01%
+217
497
$5K 0.01%
+40
498
$5K 0.01%
+40
499
$5K 0.01%
+19
500
$5K 0.01%
+17
18 19
20
21 22