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
551
$4K ﹤0.01%
+150
552
$4K ﹤0.01%
+48
553
$4K ﹤0.01%
+19
554
$4K ﹤0.01%
+551
555
$4K ﹤0.01%
+27
556
$4K ﹤0.01%
+111
557
$4K ﹤0.01%
+180
558
$4K ﹤0.01%
+75
559
$4K ﹤0.01%
+44
560
$4K ﹤0.01%
+198
561
$4K ﹤0.01%
+9
562
$4K ﹤0.01%
+150
563
$4K ﹤0.01%
+32
564
$4K ﹤0.01%
+100
565
$4K ﹤0.01%
+16
566
$4K ﹤0.01%
+350
567
$4K ﹤0.01%
+50
568
$4K ﹤0.01%
+342
569
$3K ﹤0.01%
+8
570
$3K ﹤0.01%
+161
571
$3K ﹤0.01%
+18
572
$3K ﹤0.01%
+30
573
$3K ﹤0.01%
+1,648
574
$3K ﹤0.01%
+25
575
$3K ﹤0.01%
+25
21 22
23
24 25