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
$186M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.16M
3
+$972K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$753K
5
COIN icon
Coinbase
COIN
+$631K

Top Sells

1
+$2.54M
2
+$1.64M
3
+$905K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$758K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$408K

Sector Composition

1 Industrials 12.39%
2 Technology 10.46%
3 Healthcare 6.34%
4 Financials 5.01%
5 Materials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$991K 0.53%
4,936
+22
52
$990K 0.53%
2,517
+344
53
$977K 0.52%
15,510
-1,894
54
$974K 0.52%
4,440
+143
55
$972K 0.52%
+20,228
56
$952K 0.51%
1,625
-2
57
$951K 0.51%
4,194
+2,225
58
$908K 0.49%
7,207
-851
59
$903K 0.48%
9,615
+565
60
$902K 0.48%
5,799
+127
61
$869K 0.47%
3,029
+626
62
$868K 0.47%
14,252
+347
63
$847K 0.45%
20,124
+2,647
64
$841K 0.45%
12,547
+940
65
$819K 0.44%
20,296
+582
66
$804K 0.43%
10,337
-595
67
$777K 0.42%
19,834
+625
68
$757K 0.41%
2,373
-81
69
$756K 0.41%
6,180
-119
70
$753K 0.4%
+24,196
71
$746K 0.4%
31,553
+1,537
72
$737K 0.4%
5,364
+1,242
73
$728K 0.39%
1,840
+70
74
$709K 0.38%
18,859
-104
75
$704K 0.38%
11,155
+427
1 2
3
4 5