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
$171M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.84M
3
+$1.1M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$929K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$629K

Top Sells

1
+$3.64M
2
+$2.92M
3
+$706K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$649K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$614K

Sector Composition

1 Industrials 12.66%
2 Technology 10.99%
3 Healthcare 7.51%
4 Financials 4.83%
5 Materials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.94%
14,838
+601
27
$1.55M 0.91%
26,708
+9,533
28
$1.5M 0.88%
7,068
+1,375
29
$1.41M 0.82%
54,906
-3,000
30
$1.31M 0.76%
6,593
+335
31
$1.24M 0.73%
6,718
+236
32
$1.22M 0.71%
25,530
+3
33
$1.17M 0.68%
36,118
+3,134
34
$1.16M 0.68%
3,498
+100
35
$1.11M 0.65%
6,917
+1,646
36
$1.1M 0.65%
+34,397
37
$1.1M 0.65%
15,948
-742
38
$1.09M 0.64%
7,214
-141
39
$1.09M 0.64%
4,498
-10
40
$1.08M 0.63%
4,247
+1,450
41
$1.06M 0.62%
11,632
-410
42
$1.04M 0.61%
7,435
+1,045
43
$1.04M 0.61%
9,583
+2,028
44
$1.01M 0.59%
19,490
+810
45
$1.01M 0.59%
9,244
+581
46
$1.01M 0.59%
19,793
-3,220
47
$1M 0.59%
2,517
+242
48
$982K 0.57%
17,404
-11,506
49
$945K 0.55%
11,151
-1,503
50
$945K 0.55%
22,387
+5,445
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