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
$151M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$664K
3
+$595K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$479K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$426K

Top Sells

1
+$4.24M
2
+$995K
3
+$832K
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$257K
5
GILD icon
Gilead Sciences
GILD
+$253K

Sector Composition

1 Technology 13.34%
2 Industrials 9.6%
3 Healthcare 7.5%
4 Financials 4.04%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$853K 0.56%
6,390
52
$851K 0.56%
18,854
+5,353
53
$814K 0.54%
1,627
+11
54
$810K 0.54%
7,555
-232
55
$791K 0.52%
10,132
+1,552
56
$770K 0.51%
29,991
-3,710
57
$767K 0.51%
3,028
+1,644
58
$717K 0.47%
12,192
+1,707
59
$708K 0.47%
21,624
-462
60
$688K 0.45%
7,500
+1,052
61
$679K 0.45%
10,937
+2,957
62
$667K 0.44%
6,299
+220
63
$660K 0.44%
6,168
+221
64
$650K 0.43%
18,200
-3,566
65
$648K 0.43%
2,996
+21
66
$647K 0.43%
17,586
+198
67
$641K 0.42%
19,660
-175
68
$639K 0.42%
16,942
+905
69
$639K 0.42%
18,220
+708
70
$637K 0.42%
2,396
+120
71
$629K 0.42%
2,734
+21
72
$617K 0.41%
1,794
+209
73
$601K 0.4%
9,671
-1,474
74
$599K 0.4%
2,797
-343
75
$599K 0.4%
16,705
+749
1 2
3
4 5