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
151
– –
-3,008
152
– –
-4,393
153
– –
-1,920
154
– –
-9,242
155
– –
-24,562
156
– –
-27,532
157
– –
-1,407
158
– –
-159,196
3 4 5 6
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