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
101
$231K 0.23%
+14,901
102
$225K 0.23%
3,744
+168
103
$224K 0.23%
6,599
-485
104
$221K 0.22%
2,000
-500
105
$219K 0.22%
4,525
+512
106
$216K 0.22%
+1,407
107
$214K 0.22%
+6,790
108
$213K 0.22%
4,673
-425
109
$211K 0.21%
+1,427
110
$208K 0.21%
1,681
111
$206K 0.21%
+1,238
112
$206K 0.21%
+4,393
113
$204K 0.21%
1,527
-78
114
$120K 0.12%
12,305
-200
115
$113K 0.11%
2,295
116
$113K 0.11%
24,729
+11,373
117
$112K 0.11%
23,151
-23,416
118
$103K 0.1%
11,664
119
$92K 0.09%
+1,585
120
$43K 0.04%
10,196
121
$36K 0.04%
3,008
-1,203
122
$20K 0.02%
+2,500
123
$19K 0.02%
+1,920
124
$7K 0.01%
2,935
-1,000
125
– –
-16,439
2 3 4
5
6