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
101
$313K 0.26%
6,722
+329
102
$310K 0.26%
2,316
+789
103
$307K 0.25%
9,014
+98
104
$300K 0.25%
+2,801
105
$291K 0.24%
45,000
-27,000
106
$287K 0.24%
5,673
107
$282K 0.23%
+6,004
108
$281K 0.23%
1,068
109
$277K 0.23%
+1,715
110
$277K 0.23%
2,828
111
$274K 0.23%
+21,560
112
$266K 0.22%
2,161
-294
113
$265K 0.22%
7,205
+15
114
$262K 0.22%
5,457
115
$258K 0.21%
6,840
+50
116
$257K 0.21%
7,027
+428
117
$250K 0.21%
+3,248
118
$250K 0.21%
4,527
+2
119
$249K 0.2%
+11,886
120
$242K 0.2%
+1,255
121
$237K 0.2%
1,097
-680
122
$236K 0.19%
+1,438
123
$235K 0.19%
+1,338
124
$233K 0.19%
+3,042
125
$232K 0.19%
+1,414
3 4
5
6 7