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
$171M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.84M
3
+$1.1M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$929K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$629K

Top Sells

1
+$3.64M
2
+$2.92M
3
+$706K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$649K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$614K

Sector Composition

1 Industrials 12.66%
2 Technology 10.99%
3 Healthcare 7.51%
4 Financials 4.83%
5 Materials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$941K 0.55%
8,058
-158
52
$933K 0.55%
4,297
-187
53
$929K 0.54%
+34,070
54
$917K 0.54%
30,060
+69
55
$911K 0.53%
4,914
-955
56
$863K 0.5%
5,672
+1,446
57
$853K 0.5%
13,905
+1,713
58
$804K 0.47%
10,932
+800
59
$791K 0.46%
2,173
+379
60
$773K 0.45%
1,627
61
$749K 0.44%
2,454
+58
62
$747K 0.44%
9,439
-3,018
63
$747K 0.44%
11,607
+670
64
$744K 0.44%
6,299
65
$714K 0.42%
19,714
+3,009
66
$711K 0.42%
17,477
+5,391
67
$710K 0.42%
9,050
+1,550
68
$696K 0.41%
19,209
+1,623
69
$693K 0.41%
10,827
+200
70
$680K 0.4%
2,734
71
$676K 0.4%
3,156
+160
72
$659K 0.39%
18,963
-2,661
73
$654K 0.38%
9,486
-185
74
$641K 0.38%
28,057
+5,685
75
$630K 0.37%
16,118
+2,752
1 2
3
4 5