IFG

Investors Financial Group Portfolio holdings

AUM $215M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$2.05M
3
+$1.94M
4
VZ icon
Verizon
VZ
+$977K
5
BA icon
Boeing
BA
+$713K

Top Sells

1
+$739K
2
+$581K
3
+$549K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$513K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$461K

Sector Composition

1 Technology 12.02%
2 Industrials 9.4%
3 Financials 6.67%
4 Consumer Discretionary 5.99%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TOTL icon
126
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.18B
$430K 0.2%
9,082
-21
QQQJ icon
127
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$870M
$420K 0.2%
12,500
+16
XSOE icon
128
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.83B
$415K 0.19%
11,260
+75
NSC icon
129
Norfolk Southern
NSC
$64.9B
$398K 0.19%
1,338
RTX icon
130
RTX Corp
RTX
$266B
$398K 0.19%
4,623
+1,235
SKY icon
131
Champion Homes
SKY
$4.12B
$395K 0.18%
5,000
BHC icon
132
Bausch Health
BHC
$2B
$392K 0.18%
14,205
+150
KO icon
133
Coca-Cola
KO
$332B
$383K 0.18%
6,466
+135
USB icon
134
US Bancorp
USB
$82.6B
$375K 0.17%
6,679
-1,984
SPIB icon
135
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$374K 0.17%
10,332
+198
WBA
136
DELISTED
Walgreens Boots Alliance
WBA
$370K 0.17%
7,092
+189
T icon
137
AT&T
T
$199B
$368K 0.17%
19,819
-4,746
PYPL icon
138
PayPal
PYPL
$42.4B
$362K 0.17%
1,920
+850
ORCL icon
139
Oracle
ORCL
$415B
$360K 0.17%
4,129
-48
GM icon
140
General Motors
GM
$65.9B
$359K 0.17%
6,129
+700
HYG icon
141
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$357K 0.17%
4,102
-56
NUE icon
142
Nucor
NUE
$38.5B
$352K 0.16%
3,080
+495
ABNB icon
143
Airbnb
ABNB
$75.3B
$350K 0.16%
2,103
+795
FCX icon
144
Freeport-McMoran
FCX
$87.2B
$347K 0.16%
8,314
-151
FTSD icon
145
Franklin Short Duration US Government ETF
FTSD
$272M
$345K 0.16%
3,672
-521
PFM icon
146
Invesco Dividend Achievers ETF
PFM
$729M
$343K 0.16%
8,635
-1,689
DE icon
147
Deere & Co
DE
$154B
$325K 0.15%
946
-1
GE icon
148
GE Aerospace
GE
$298B
$319K 0.15%
5,414
-3,896
ETN icon
149
Eaton
ETN
$139B
$318K 0.15%
1,841
-2
BSV icon
150
Vanguard Short-Term Bond ETF
BSV
$44.2B
$312K 0.15%
3,856
+41
4 5
6
7 8