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
101
$341K 0.26%
2,718
-110
102
$341K 0.26%
+10,340
103
$331K 0.25%
+3,945
104
$323K 0.24%
8,800
+1,773
105
$319K 0.24%
2,390
+74
106
$316K 0.24%
5,673
107
$315K 0.24%
1,384
-1,380
108
$303K 0.23%
2,740
-61
109
$302K 0.23%
1,027
-70
110
$301K 0.23%
21,766
-93,494
111
$300K 0.22%
4,171
+1,622
112
$300K 0.22%
1,118
+50
113
$300K 0.22%
2,867
+854
114
$286K 0.21%
1,338
115
$285K 0.21%
2,618
+91
116
$280K 0.21%
6,840
117
$279K 0.21%
5,649
+1,084
118
$263K 0.2%
6,688
-34
119
$258K 0.19%
7,206
+1
120
$257K 0.19%
11,882
-4
121
$256K 0.19%
3,688
-56
122
$254K 0.19%
3,042
123
$254K 0.19%
3,125
+625
124
$254K 0.19%
1,271
+16
125
$253K 0.19%
4,011
+763
3 4
5
6 7