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
151
$303K 0.16%
730
+55
152
$301K 0.16%
2,304
153
$299K 0.16%
5,059
+1,340
154
$296K 0.16%
29,600
+400
155
$293K 0.16%
2,861
-9
156
$290K 0.16%
17,500
+4,150
157
$289K 0.16%
+3,388
158
$286K 0.15%
1,485
-7
159
$283K 0.15%
7,107
+50
160
$281K 0.15%
1,041
+163
161
$273K 0.15%
1,839
+109
162
$269K 0.14%
2,508
-20
163
$268K 0.14%
+7,215
164
$267K 0.14%
5,000
165
$265K 0.14%
3,385
166
$264K 0.14%
1,846
+17
167
$262K 0.14%
1,068
+5
168
$261K 0.14%
1,999
+56
169
$260K 0.14%
3,553
+98
170
$259K 0.14%
4,927
+351
171
$256K 0.14%
+2,593
172
$255K 0.14%
5,918
+182
173
$250K 0.13%
+5,631
174
$248K 0.13%
4,341
-10
175
$234K 0.13%
267
-31
5 6
7
8 9