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
$99M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.36M
3
+$1.29M
4
DAKT icon
Daktronics
DAKT
+$1.24M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$780K

Top Sells

1
+$2.58M
2
+$987K
3
+$799K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$771K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$703K

Sector Composition

1 Technology 13.78%
2 Industrials 9.52%
3 Healthcare 6.11%
4 Financials 4.73%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$579K 0.58%
33,691
-1,830
52
$573K 0.58%
+24,562
53
$572K 0.58%
11,918
-564
54
$561K 0.57%
19,561
-155
55
$558K 0.56%
2,752
+47
56
$544K 0.55%
5,630
+3,123
57
$538K 0.54%
10,187
-264
58
$529K 0.53%
62,255
+45,122
59
$518K 0.52%
5,464
+154
60
$516K 0.52%
1,621
+15
61
$497K 0.5%
6,135
-206
62
$496K 0.5%
5,695
-981
63
$493K 0.5%
6,709
+1,198
64
$493K 0.5%
6,179
-3,611
65
$480K 0.48%
72,000
-387,300
66
$469K 0.47%
3,255
+1,270
67
$464K 0.47%
1,795
-268
68
$453K 0.46%
2,905
-813
69
$428K 0.43%
3,872
-29
70
$423K 0.43%
2,268
-29
71
$398K 0.4%
12,843
-1,254
72
$397K 0.4%
19,835
73
$380K 0.38%
12,921
+547
74
$361K 0.36%
1,524
-4,165
75
$358K 0.36%
16,269
-1,658
1 2
3
4 5