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
$122M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$874K
3
+$607K
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$562K
5
VUG icon
Vanguard Growth ETF
VUG
+$559K

Top Sells

1
+$2.08M
2
+$2.07M
3
+$1.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$809K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$780K

Sector Composition

1 Technology 12.85%
2 Industrials 9.38%
3 Healthcare 8.21%
4 Financials 4.14%
5 Consumer Staples 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.19%
+2,527
127
$227K 0.19%
+2,549
128
$225K 0.19%
3,744
129
$224K 0.18%
+3,685
130
$224K 0.18%
2,500
+500
131
$213K 0.18%
+9,162
132
$204K 0.17%
+4,565
133
$203K 0.17%
1,506
-175
134
$201K 0.17%
+4,410
135
$200K 0.16%
+2,646
136
$200K 0.16%
+2,013
137
$169K 0.14%
11,664
138
$167K 0.14%
24,729
139
$155K 0.13%
+10,600
140
$135K 0.11%
2,295
141
$134K 0.11%
12,305
142
$130K 0.11%
21,366
-1,785
143
$99K 0.08%
+11,000
144
$96K 0.08%
1,105
-480
145
$64K 0.05%
10,196
146
$31K 0.03%
+15,400
147
$19K 0.02%
2,500
148
$12K 0.01%
2,935
149
$8K 0.01%
+200
150
– –
-255,970
3 4 5
6
7