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
76
$629K 0.37%
+30,016
77
$624K 0.37%
1,770
+600
78
$618K 0.36%
2,403
-625
79
$607K 0.36%
5,556
-612
80
$599K 0.35%
10,728
+795
81
$563K 0.33%
11,670
+420
82
$562K 0.33%
1,511
+131
83
$560K 0.33%
29,490
+15,540
84
$548K 0.32%
87,350
-465,000
85
$544K 0.32%
7,687
-1,017
86
$542K 0.32%
4,122
+358
87
$540K 0.32%
9,225
+1,599
88
$540K 0.32%
8,425
-9,586
89
$531K 0.31%
32,000
90
$515K 0.3%
9,964
+3,740
91
$502K 0.29%
7,013
+301
92
$501K 0.29%
2,233
+169
93
$496K 0.29%
15,615
-965
94
$482K 0.28%
8,718
+1,370
95
$481K 0.28%
9,416
+3,169
96
$476K 0.28%
2,054
+896
97
$476K 0.28%
2,152
+340
98
$460K 0.27%
2,150
+546
99
$448K 0.26%
1,399
-44
100
$447K 0.26%
+11,545
2 3
4
5 6