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
101
$446K 0.26%
1,969
+810
102
$435K 0.25%
7,100
+1,050
103
$435K 0.25%
+13,657
104
$432K 0.25%
3,988
+153
105
$431K 0.25%
4,948
+4
106
$427K 0.25%
4,074
-129
107
$426K 0.25%
6,505
+31
108
$415K 0.24%
3,064
+335
109
$413K 0.24%
8,555
+1,155
110
$413K 0.24%
2,495
-248
111
$410K 0.24%
4,402
-310
112
$401K 0.23%
1,118
113
$400K 0.23%
3,012
114
$400K 0.23%
12,160
-7,500
115
$399K 0.23%
4,193
-298
116
$398K 0.23%
8,092
+55
117
$383K 0.22%
5,050
+215
118
$375K 0.22%
5,673
119
$374K 0.22%
2,642
+190
120
$365K 0.21%
1,870
+210
121
$364K 0.21%
3,973
+1,110
122
$359K 0.21%
1,338
123
$359K 0.21%
9,914
+400
124
$355K 0.21%
2,959
+151
125
$355K 0.21%
9,095
-9,759
3 4
5
6 7