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
$186M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.16M
3
+$972K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$753K
5
COIN icon
Coinbase
COIN
+$631K

Top Sells

1
+$2.54M
2
+$1.64M
3
+$905K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$758K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$408K

Sector Composition

1 Industrials 12.39%
2 Technology 10.46%
3 Healthcare 6.34%
4 Financials 5.01%
5 Materials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.91%
14,942
+104
27
$1.56M 0.84%
6,460
-133
28
$1.54M 0.83%
23,492
-2,080
29
$1.35M 0.73%
54,906
30
$1.31M 0.7%
7,900
+983
31
$1.25M 0.67%
26,212
+682
32
$1.24M 0.67%
8,153
+718
33
$1.23M 0.66%
14,349
+3,198
34
$1.22M 0.66%
4,498
35
$1.2M 0.64%
11,866
+234
36
$1.19M 0.64%
3,440
-58
37
$1.18M 0.63%
36,385
+267
38
$1.17M 0.63%
15,849
-99
39
$1.16M 0.62%
+21,584
40
$1.16M 0.62%
6,580
-138
41
$1.11M 0.6%
22,947
+560
42
$1.1M 0.59%
2,571
+54
43
$1.1M 0.59%
9,803
+220
44
$1.1M 0.59%
6,934
-280
45
$1.09M 0.59%
30,064
+4
46
$1.06M 0.57%
9,527
+283
47
$1.03M 0.55%
19,210
-280
48
$1.01M 0.54%
4,235
-12
49
$1.01M 0.54%
19,874
+81
50
$992K 0.53%
35,787
+1,717
1
2
3 4 5