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
151
$257K 0.15%
+1,059
152
$255K 0.15%
+4,988
153
$251K 0.15%
+4,576
154
$251K 0.15%
3,750
-3,750
155
$248K 0.15%
3,925
+559
156
$248K 0.15%
2,528
-215
157
$243K 0.14%
+1,829
158
$241K 0.14%
+200
159
$239K 0.14%
1,730
160
$239K 0.14%
812
161
$235K 0.14%
4,351
+237
162
$233K 0.14%
+1,943
163
$232K 0.14%
1,063
-195
164
$231K 0.14%
1,265
-185
165
$226K 0.13%
+5,000
166
$225K 0.13%
298
-9
167
$224K 0.13%
+1,515
168
$223K 0.13%
+5,736
169
$222K 0.13%
+2,013
170
$221K 0.13%
+675
171
$220K 0.13%
6,904
+91
172
$214K 0.13%
+3,719
173
$212K 0.12%
+2,675
174
$210K 0.12%
+878
175
$209K 0.12%
+2,208
4 5 6
7
8