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
$171M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.84M
3
+$1.1M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$929K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$629K

Top Sells

1
+$3.64M
2
+$2.92M
3
+$706K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$649K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$614K

Sector Composition

1 Industrials 12.66%
2 Technology 10.99%
3 Healthcare 7.51%
4 Financials 4.83%
5 Materials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$349K 0.2%
932
+1
127
$346K 0.2%
+6,762
128
$342K 0.2%
1,536
-24
129
$342K 0.2%
29,200
+11,000
130
$326K 0.19%
+5,450
131
$325K 0.19%
+9,402
132
$322K 0.19%
6,109
-242
133
$317K 0.19%
3,860
-1,185
134
$312K 0.18%
4,326
-368
135
$309K 0.18%
1,655
+138
136
$308K 0.18%
3,495
137
$305K 0.18%
2,507
-1,998
138
$304K 0.18%
3,042
139
$299K 0.17%
2,304
-199
140
$293K 0.17%
4,173
+2
141
$290K 0.17%
1,372
+60
142
$288K 0.17%
6,400
-80,850
143
$283K 0.17%
2,870
+78
144
$282K 0.17%
1,492
-18
145
$273K 0.16%
8,911
-3,500
146
$268K 0.16%
7,057
-11,163
147
$263K 0.15%
4,703
-12,623
148
$261K 0.15%
3,455
-541
149
$258K 0.15%
3,385
150
$257K 0.15%
20,943
-150
4 5
6
7 8