We are live on ! Find out more
IG

IFS Group Portfolio holdings

AUM $112M
This Fund
S&P 500
This Quarter Est. Return
+3.04%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
+$114M
Cap. Flow %
101.95%
Top 10 Hldgs %
28.35%
Holding
143
New
143
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.94%
2 Energy 7.38%
3 Communication Services 4.77%
4 Financials 4.09%
5 Healthcare 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GS icon
26
Goldman Sachs
GS
$336B
$1.24M 1.1%
+1,465
New +$1.31M
GCOW icon
27
Pacer Global Cash Cows Dividend ETF
GCOW
$3.25B
$1.23M 1.1%
+26,693
New +$1.2M
RSP icon
28
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$1.15M 1.02%
+5,982
New +$1.19M
QQEW icon
29
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.78B
$1.08M 0.97%
+8,541
New +$1.16M
VONG icon
30
Vanguard Russell 1000 Growth ETF
VONG
$44.5B
$1.06M 0.94%
+9,656
New +$1.13M
SPIB icon
31
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$942K 0.84%
+28,093
New +$949K
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.39T
$910K 0.81%
+3,166
New +$995K
FDV icon
33
Federated Hermes US Strategic Dividend ETF
FDV
$820M
$901K 0.8%
+29,238
New +$896K
SHY icon
34
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$867K 0.77%
+10,500
New +$869K
JHPI icon
35
John Hancock Preferred Income ETF
JHPI
$213M
$823K 0.73%
+36,450
New +$839K
VTIP icon
36
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$810K 0.72%
+16,207
New +$806K
IJR icon
37
iShares Core S&P Small-Cap ETF
IJR
$109B
$808K 0.72%
+6,502
New +$826K
FIXD icon
38
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.26B
$777K 0.69%
+17,835
New +$789K
GLW icon
39
Corning
GLW
$161B
$771K 0.69%
+5,670
New +$684K
JPM icon
40
JPMorgan Chase
JPM
$919B
$760K 0.68%
+2,584
New +$784K
AMZN icon
41
Amazon
AMZN
$2.66T
$749K 0.67%
+3,595
New +$792K
BA icon
42
Boeing
BA
$171B
$748K 0.67%
+3,760
New +$856K
NEM icon
43
Newmont
NEM
$101B
$746K 0.66%
+6,890
New +$794K
IJH icon
44
iShares Core S&P Mid-Cap ETF
IJH
$122B
$694K 0.62%
+10,272
New +$713K
PTLC icon
45
Pacer Trendpilot US Large Cap ETF
PTLC
$3.31B
$674K 0.6%
+12,844
New +$712K
IGF icon
46
iShares Global Infrastructure ETF
IGF
$10.9B
$662K 0.59%
+9,885
New +$649K
BENJ
47
Horizon Landmark ETF
BENJ
$263M
$648K 0.58%
+12,381
New +$645K
CVS icon
48
CVS Health
CVS
$135B
$645K 0.57%
+8,982
New +$692K
PLTR icon
49
Palantir
PLTR
$321B
$639K 0.57%
+4,369
New +$668K
VTI icon
50
Vanguard Total Stock Market ETF
VTI
$665B
$631K 0.56%
+1,967
New +$660K

Similar funds