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
76
$353K 0.36%
8,916
-3,899
77
$352K 0.36%
4,286
-43
78
$346K 0.35%
2,322
+1,464
79
$346K 0.35%
1,777
-59
80
$342K 0.35%
2,068
-78
81
$333K 0.34%
+1,519
82
$327K 0.33%
4,980
+1,119
83
$318K 0.32%
4,169
+1,751
84
$317K 0.32%
3,518
-1,777
85
$315K 0.32%
9,242
-1,164
86
$311K 0.31%
2,588
+110
87
$309K 0.31%
+1,084
88
$301K 0.3%
1,208
-114
89
$298K 0.3%
5,956
+1,598
90
$289K 0.29%
2,455
-62
91
$289K 0.29%
32,000
-170
92
$285K 0.29%
5,140
-203
93
$281K 0.28%
12,250
+250
94
$271K 0.27%
5,673
-43
95
$266K 0.27%
5,457
-1,549
96
$251K 0.25%
6,393
-223
97
$250K 0.25%
2,272
+133
98
$248K 0.25%
7,190
+1,439
99
$242K 0.24%
1,068
100
$234K 0.24%
2,828
+310
2 3
4
5 6