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
$134M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$653K
3
+$596K
4
CARR icon
Carrier Global
CARR
+$490K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$350K

Top Sells

1
+$1.29M
2
+$607K
3
+$456K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$415K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$410K

Sector Composition

1 Technology 13.23%
2 Industrials 9.49%
3 Healthcare 6.71%
4 Materials 6.17%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$519K 0.39%
3,140
+79
77
$511K 0.38%
5,947
-936
78
$490K 0.37%
+16,037
79
$488K 0.37%
1,585
+18
80
$455K 0.34%
4,751
-461
81
$453K 0.34%
1,453
+231
82
$448K 0.34%
1,262
+52
83
$441K 0.33%
2,008
+47
84
$430K 0.32%
4,491
-1,495
85
$421K 0.31%
7,980
-7,766
86
$417K 0.31%
15,198
-493
87
$413K 0.31%
19,187
+2,665
88
$412K 0.31%
6,712
+1,255
89
$402K 0.3%
3,643
+157
90
$400K 0.3%
6,969
+363
91
$383K 0.29%
3,983
+204
92
$378K 0.28%
24,355
+2,434
93
$378K 0.28%
12,374
-100
94
$369K 0.28%
10,753
+3,072
95
$358K 0.27%
15,237
-5,263
96
$356K 0.27%
4,287
-25
97
$354K 0.26%
2,552
+13
98
$353K 0.26%
2,543
-103
99
$348K 0.26%
2,947
100
$345K 0.26%
32,000
2 3
4
5 6