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
701
$1K ﹤0.01%
+8
702
$1K ﹤0.01%
+12
703
$1K ﹤0.01%
+18
704
$1K ﹤0.01%
+66
705
$1K ﹤0.01%
+40
706
$1K ﹤0.01%
+70
707
$1K ﹤0.01%
+50
708
$1K ﹤0.01%
+40
709
$1K ﹤0.01%
+169
710
$1K ﹤0.01%
+21
711
$1K ﹤0.01%
+19
712
$1K ﹤0.01%
+16
713
$1K ﹤0.01%
+29
714
$1K ﹤0.01%
+22
715
$1K ﹤0.01%
+8
716
$1K ﹤0.01%
+5
717
$1K ﹤0.01%
+7
718
$1K ﹤0.01%
+12
719
$1K ﹤0.01%
+6
720
$1K ﹤0.01%
+14
721
$1K ﹤0.01%
+10
722
$1K ﹤0.01%
+62
723
$1K ﹤0.01%
+86
724
$1K ﹤0.01%
+2
725
$1K ﹤0.01%
+12
27 28
29
30 31