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
$134M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$653K
3
+$596K
4
CARR icon
Carrier Global
CARR
+$490K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$350K

Top Sells

1
+$1.29M
2
+$607K
3
+$456K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$415K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$410K

Sector Composition

1 Technology 13.23%
2 Industrials 9.49%
3 Healthcare 6.71%
4 Materials 6.17%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$252K 0.19%
1,761
+46
127
$250K 0.19%
3,923
+238
128
$249K 0.19%
4,169
-358
129
$249K 0.19%
1,414
130
$237K 0.18%
9,165
+3
131
$235K 0.18%
11,664
132
$234K 0.18%
+1,635
133
$234K 0.18%
1,852
-309
134
$229K 0.17%
+3,900
135
$229K 0.17%
+2,976
136
$219K 0.16%
+5,703
137
$212K 0.16%
+3,385
138
$212K 0.16%
1,434
-4
139
$211K 0.16%
+951
140
$210K 0.16%
2,635
-11
141
$209K 0.16%
+7,765
142
$207K 0.15%
792
-607
143
$206K 0.15%
6,623
-2,391
144
$206K 0.15%
+1,600
145
$205K 0.15%
+4,431
146
$202K 0.15%
+526
147
$201K 0.15%
4,010
-400
148
$188K 0.14%
17,230
-4,330
149
$152K 0.11%
+10,367
150
$149K 0.11%
26,229
+1,500
3 4 5
6
7