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
$99M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.36M
3
+$1.29M
4
DAKT icon
Daktronics
DAKT
+$1.24M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$780K

Top Sells

1
+$2.58M
2
+$987K
3
+$799K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$771K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$703K

Sector Composition

1 Technology 13.78%
2 Industrials 9.52%
3 Healthcare 6.11%
4 Financials 4.73%
5 Consumer Staples 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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