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
$186M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.16M
3
+$972K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$753K
5
COIN icon
Coinbase
COIN
+$631K

Top Sells

1
+$2.54M
2
+$1.64M
3
+$905K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$758K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$408K

Sector Composition

1 Industrials 12.39%
2 Technology 10.46%
3 Healthcare 6.34%
4 Financials 5.01%
5 Materials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$379K 0.2%
6,440
+990
127
$375K 0.2%
10,333
+931
128
$366K 0.2%
4,152
-796
129
$364K 0.2%
9,914
130
$363K 0.19%
8,393
-162
131
$360K 0.19%
4,234
+739
132
$360K 0.19%
2,711
+204
133
$356K 0.19%
10,991
-23,406
134
$355K 0.19%
1,338
135
$348K 0.19%
3,001
+42
136
$348K 0.19%
+17,400
137
$348K 0.19%
+3,422
138
$341K 0.18%
1,409
+10
139
$341K 0.18%
+15,832
140
$333K 0.18%
1,426
+54
141
$331K 0.18%
6,120
+11
142
$329K 0.18%
932
143
$328K 0.18%
3,042
144
$325K 0.17%
4,175
+2
145
$318K 0.17%
1,404
-132
146
$315K 0.17%
5,049
-4,176
147
$313K 0.17%
3,813
-47
148
$313K 0.17%
1,075
+16
149
$312K 0.17%
47,350
-40,000
150
$310K 0.17%
11,772
+3,147
4 5
6
7 8