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IFG
Investors Financial Group Portfolio holdings
AUM
$215M
1-Year Est. Return
19.81%
This Fund
S&P 500
This Quarter
Est. Return
+8.38%
1 Year Est. Return
+19.81%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
96.07%
Top 10 Holdings %
Top 10 Hldgs %
34.95%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$10.9M |
| 2 |
3M
MMM
|
+$7.83M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
+$3.87M |
| 4 |
Apple
AAPL
|
+$3.32M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$2.73M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 10.98% |
| 2 | Technology | 9.12% |
| 3 | Financials | 5.76% |
| 4 | Healthcare | 5.22% |
| 5 | Consumer Staples | 3.03% |
Similar funds
APSP
SWM
TVMC
ACM
MFM
FAC
MC
KM
Investors Financial Group's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Investors Financial Group, which disclosed 134 positions worth $123M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Vanguard Morningstar Total Stock Market ETF: 69,782 shares worth $11.4M.
By sector, the portfolio is most concentrated in Industrials at 11% of assets, followed by Technology and Financials.
- Investors Financial Group's largest Q4 2019 buy was Vanguard Morningstar Total Stock Market ETF: 69,782 shares worth $11.4M.
- Investors Financial Group's ten largest holdings make up 35% of its $123M portfolio in Q4 2019.
- Investors Financial Group disclosed 134 positions in Q4 2019, its first 13F filing on record.
Based on Investors Financial Group's 13F filing for Q4 2019, filed 27 Jan 2020.