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
$99M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.36M
3
+$1.29M
4
DAKT icon
Daktronics
DAKT
+$1.24M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$780K

Top Sells

1
+$2.58M
2
+$987K
3
+$799K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$771K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$703K

Sector Composition

1 Technology 13.78%
2 Industrials 9.52%
3 Healthcare 6.11%
4 Financials 4.73%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 1.1%
30,497
+4,638
27
$1.04M 1.05%
21,157
-2,674
28
$1.02M 1.03%
27,815
+204
29
$979K 0.99%
11,472
-2,888
30
$936K 0.95%
9,600
+3,600
31
$780K 0.79%
+27,532
32
$764K 0.77%
7,704
+129
33
$752K 0.76%
8,267
-153
34
$722K 0.73%
12,876
-5,710
35
$722K 0.73%
6,308
-307
36
$718K 0.73%
6,761
+436
37
$688K 0.69%
4,568
-54
38
$677K 0.68%
12,604
+2,107
39
$664K 0.67%
11,632
-803
40
$654K 0.66%
16,166
+41
41
$642K 0.65%
7,331
+2,510
42
$641K 0.65%
22,270
-2,045
43
$637K 0.64%
12,199
+4,887
44
$626K 0.63%
4,679
+59
45
$625K 0.63%
7,054
-333
46
$602K 0.61%
5,084
+380
47
$590K 0.6%
4,502
+25
48
$586K 0.59%
10,830
+124
49
$584K 0.59%
12,647
-641
50
$582K 0.59%
6,261
-569
1
2
3 4 5