IFG
Investors Financial Group Portfolio holdings
AUM $215M
1-Year Return
19.7%
This Quarter Return
+8.38%
1 Year Return
+19.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.95%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$11.4M |
| 2 |
3M
MMM
|
+$8.25M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
+$3.87M |
| 4 |
Apple
AAPL
|
+$3.78M |
| 5 |
FIT
Fitbit, Inc. Class A common stock
FIT
|
+$3.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 10.98% |
| 2 | Technology | 9.12% |
| 3 | Financials | 5.76% |
| 4 | Healthcare | 5.22% |
| 5 | Consumer Staples | 3.03% |
