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
$122M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$874K
3
+$607K
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$562K
5
VUG icon
Vanguard Growth ETF
VUG
+$559K

Top Sells

1
+$2.08M
2
+$2.07M
3
+$1.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$809K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$780K

Sector Composition

1 Technology 12.85%
2 Industrials 9.38%
3 Healthcare 8.21%
4 Financials 4.14%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$711K 0.59%
7,106
+52
52
$704K 0.58%
1,618
-3
53
$653K 0.54%
10,911
+81
54
$645K 0.53%
2,734
-18
55
$640K 0.53%
12,256
-391
56
$637K 0.52%
10,325
+138
57
$607K 0.5%
+10,637
58
$604K 0.5%
22,228
-38,949
59
$587K 0.48%
11,853
-65
60
$584K 0.48%
2,935
+30
61
$574K 0.47%
5,986
+522
62
$570K 0.47%
2,276
+8
63
$564K 0.46%
6,179
64
$562K 0.46%
+15,799
65
$561K 0.46%
3,061
+739
66
$559K 0.46%
5,829
-306
67
$559K 0.46%
+2,764
68
$557K 0.46%
1,799
+4
69
$533K 0.44%
+17,576
70
$529K 0.44%
7,167
+458
71
$525K 0.43%
20,500
+939
72
$522K 0.43%
16,831
+3,988
73
$514K 0.42%
19,835
74
$507K 0.42%
6,883
+1,903
75
$496K 0.41%
5,212
-483
1 2
3
4 5