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
$151M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$664K
3
+$595K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$479K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$426K

Top Sells

1
+$4.24M
2
+$995K
3
+$832K
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$257K
5
GILD icon
Gilead Sciences
GILD
+$253K

Sector Composition

1 Technology 13.34%
2 Industrials 9.6%
3 Healthcare 7.5%
4 Financials 4.04%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$307K 0.2%
2,808
+190
127
$298K 0.2%
+7,400
128
$289K 0.19%
+1,660
129
$287K 0.19%
3,042
130
$287K 0.19%
1,312
+41
131
$282K 0.19%
6,050
+2,150
132
$279K 0.18%
6,224
-464
133
$270K 0.18%
1,159
+132
134
$270K 0.18%
4,171
+2
135
$267K 0.18%
+1,258
136
$264K 0.17%
+13,950
137
$263K 0.17%
+3,495
138
$257K 0.17%
11,000
-42,600
139
$256K 0.17%
1,517
+83
140
$256K 0.17%
2,743
+108
141
$251K 0.17%
931
-20
142
$248K 0.16%
+1,510
143
$247K 0.16%
+2,863
144
$247K 0.16%
2,792
-184
145
$241K 0.16%
1,450
-150
146
$235K 0.16%
3,385
147
$222K 0.15%
+307
148
$222K 0.15%
812
+20
149
$219K 0.14%
+6,813
150
$217K 0.14%
4,010
4 5
6
7 8