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
76
$147K 0.15%
+214
77
$143K 0.14%
+3,223
78
$143K 0.14%
+3,453
79
$141K 0.14%
+1,657
80
$140K 0.14%
+932
81
$139K 0.14%
+1,710
82
$138K 0.14%
+5,555
83
$136K 0.13%
+2,260
84
$133K 0.13%
+1,978
85
$130K 0.13%
+1,305
86
$126K 0.13%
+1,553
87
$125K 0.12%
+2,668
88
$125K 0.12%
+215
89
$121K 0.12%
+180
90
$120K 0.12%
+617
91
$119K 0.12%
+191
92
$114K 0.11%
+906
93
$112K 0.11%
+2,198
94
$112K 0.11%
+2,321
95
$109K 0.11%
+1,346
96
$108K 0.11%
+1,097
97
$108K 0.11%
+171
98
$108K 0.11%
+2,659
99
$107K 0.11%
+1,153
100
$106K 0.11%
+752
2 3
4
5 6