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
$134M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$653K
3
+$596K
4
CARR icon
Carrier Global
CARR
+$490K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$350K

Top Sells

1
+$1.29M
2
+$607K
3
+$456K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$415K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$410K

Sector Composition

1 Technology 13.23%
2 Industrials 9.49%
3 Healthcare 6.71%
4 Materials 6.17%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.85%
22,085
-553
27
$1.13M 0.85%
47,130
-4,736
28
$1.02M 0.77%
12,801
+1,700
29
$1M 0.75%
11,367
-88
30
$1M 0.75%
10,283
+1,973
31
$994K 0.74%
4,583
32
$985K 0.74%
6,256
+28
33
$980K 0.73%
16,474
+800
34
$968K 0.72%
60,906
-350
35
$959K 0.72%
8,529
+1,161
36
$953K 0.71%
13,572
-284
37
$932K 0.7%
6,225
-68
38
$908K 0.68%
15,729
+5,092
39
$907K 0.68%
5,799
+125
40
$881K 0.66%
7,459
-125
41
$878K 0.66%
3,162
+181
42
$861K 0.64%
12,646
+478
43
$836K 0.63%
6,738
+37
44
$832K 0.62%
10,336
-7,538
45
$814K 0.61%
53,600
+43,000
46
$811K 0.61%
7,685
+579
47
$793K 0.59%
1,616
-2
48
$768K 0.57%
5,160
-264
49
$766K 0.57%
6,390
-500
50
$752K 0.56%
4,570
-350
1
2
3 4 5