IFG

Investors Financial Group Portfolio holdings

AUM $215M
1-Year Est. Return 19.7%
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.25M
3
+$3.87M
4
AAPL icon
Apple
AAPL
+$3.78M
5
FIT
Fitbit, Inc. Class A common stock
FIT
+$3.02M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.98%
2 Technology 9.12%
3 Financials 5.76%
4 Healthcare 5.22%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.99%
+7,681
27
$1.2M 0.98%
+14,360
28
$1.18M 0.96%
+23,831
29
$1.17M 0.95%
+25,990
30
$1.1M 0.89%
+6,615
31
$1.08M 0.88%
+25,859
32
$1.06M 0.86%
+19,716
33
$1.05M 0.86%
+9,790
34
$1.03M 0.84%
+7,575
35
$1.01M 0.82%
+60,446
36
$1M 0.81%
+24,315
37
$941K 0.77%
+8,420
38
$876K 0.71%
+6,830
39
$867K 0.71%
+16,125
40
$841K 0.68%
+12,435
41
$837K 0.68%
+13,288
42
$818K 0.67%
+4,620
43
$813K 0.66%
+4,622
44
$799K 0.65%
+11,509
45
$752K 0.61%
+7,387
46
$738K 0.6%
+5,295
47
$718K 0.58%
+3,718
48
$713K 0.58%
+12,815
49
$703K 0.57%
+19,504
50
$702K 0.57%
+32,170
1
2
3 4 5