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
$151M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$664K
3
+$595K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$479K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$426K

Top Sells

1
+$4.24M
2
+$995K
3
+$832K
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$257K
5
GILD icon
Gilead Sciences
GILD
+$253K

Sector Composition

1 Technology 13.34%
2 Industrials 9.6%
3 Healthcare 7.5%
4 Financials 4.04%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.84%
5,693
+701
27
$1.25M 0.82%
57,906
-3,000
28
$1.19M 0.79%
25,527
29
$1.19M 0.78%
23,013
+928
30
$1.17M 0.78%
6,482
-256
31
$1.13M 0.75%
16,690
-1,705
32
$1.13M 0.75%
18,011
+6,795
33
$1.12M 0.74%
12,654
+1,287
34
$1.1M 0.73%
6,258
+2
35
$1.09M 0.72%
4,508
-75
36
$1.07M 0.71%
12,042
-759
37
$1.04M 0.69%
3,398
+236
38
$1.03M 0.68%
5,869
+70
39
$1.01M 0.67%
17,175
+701
40
$1.01M 0.66%
7,355
-104
41
$999K 0.66%
17,326
+1,597
42
$981K 0.65%
32,984
+1,505
43
$980K 0.65%
8,663
+134
44
$954K 0.63%
4,484
-86
45
$943K 0.62%
12,457
-189
46
$940K 0.62%
5,271
+2,089
47
$940K 0.62%
8,141
-2,142
48
$932K 0.62%
8,216
+531
49
$859K 0.57%
18,680
-1,065
50
$854K 0.56%
2,275
+191
1
2
3 4 5