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
$186M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.16M
3
+$972K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$753K
5
COIN icon
Coinbase
COIN
+$631K

Top Sells

1
+$2.54M
2
+$1.64M
3
+$905K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$758K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$408K

Sector Composition

1 Industrials 12.39%
2 Technology 10.46%
3 Healthcare 6.34%
4 Financials 5.01%
5 Materials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$498K 0.27%
7,870
-555
102
$491K 0.26%
9,066
-350
103
$488K 0.26%
+10,548
104
$484K 0.26%
11,749
+204
105
$482K 0.26%
5,067
+665
106
$477K 0.26%
4,827
+854
107
$476K 0.26%
32,027
+11,084
108
$470K 0.25%
4,491
+417
109
$469K 0.25%
5,941
+891
110
$465K 0.25%
3,013
+1
111
$464K 0.25%
4,284
+296
112
$448K 0.24%
12,160
113
$443K 0.24%
15,115
-500
114
$438K 0.24%
9,058
-2,612
115
$438K 0.24%
3,244
+180
116
$430K 0.23%
12,484
-1,173
117
$430K 0.23%
2,477
-18
118
$429K 0.23%
8,092
119
$427K 0.23%
1,118
120
$403K 0.22%
4,690
-4,749
121
$398K 0.21%
4,193
122
$395K 0.21%
1,723
+68
123
$393K 0.21%
6,769
+7
124
$391K 0.21%
2,637
-5
125
$390K 0.21%
2,040
+170
3 4
5
6 7