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
$122M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$874K
3
+$607K
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$562K
5
VUG icon
Vanguard Growth ETF
VUG
+$559K

Top Sells

1
+$2.08M
2
+$2.07M
3
+$1.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$809K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$780K

Sector Composition

1 Technology 12.85%
2 Industrials 9.38%
3 Healthcare 8.21%
4 Financials 4.14%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.97%
25,939
-1,876
27
$1.17M 0.96%
+22,638
28
$1.14M 0.94%
61,256
-3,826
29
$1.08M 0.89%
5,744
+2,489
30
$1.02M 0.84%
8,310
+979
31
$1.01M 0.83%
11,455
-17
32
$946K 0.78%
13,856
+980
33
$901K 0.74%
6,293
-15
34
$880K 0.72%
4,583
+15
35
$864K 0.71%
15,674
+3,070
36
$854K 0.7%
7,584
-120
37
$832K 0.68%
33,695
+4
38
$822K 0.68%
7,368
+607
39
$811K 0.67%
5,674
+590
40
$798K 0.66%
11,101
-531
41
$795K 0.65%
22,350
+80
42
$769K 0.63%
2,981
+1,462
43
$763K 0.63%
5,424
+922
44
$762K 0.63%
12,168
-31
45
$754K 0.62%
6,890
-1,377
46
$750K 0.62%
15,746
-420
47
$747K 0.61%
6,701
+1,071
48
$747K 0.61%
6,228
-33
49
$712K 0.59%
7,249
+3,080
50
$711K 0.59%
4,920
+241
1
2
3 4 5