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
76
$493K 0.41%
+8,436
77
$444K 0.37%
1,567
+43
78
$422K 0.35%
32,000
79
$413K 0.34%
7,848
+3,175
80
$407K 0.33%
+15,691
81
$401K 0.33%
21,921
+7,020
82
$393K 0.32%
+17,681
83
$386K 0.32%
3,486
-386
84
$382K 0.31%
18,250
+6,000
85
$380K 0.31%
12,474
-447
86
$377K 0.31%
16,522
+253
87
$367K 0.3%
1,210
+126
88
$362K 0.3%
1,961
-107
89
$360K 0.3%
1,222
+14
90
$358K 0.29%
4,312
+26
91
$355K 0.29%
3,779
+261
92
$348K 0.29%
+2,947
93
$343K 0.28%
+7,681
94
$338K 0.28%
+7,440
95
$338K 0.28%
6,606
+650
96
$336K 0.28%
2,006
+579
97
$336K 0.28%
2,539
-49
98
$319K 0.26%
5,647
+507
99
$318K 0.26%
1,399
+161
100
$316K 0.26%
2,646
+374
2 3
4
5 6