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
$151M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$664K
3
+$595K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$479K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$426K

Top Sells

1
+$4.24M
2
+$995K
3
+$832K
4
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$257K
5
GILD icon
Gilead Sciences
GILD
+$253K

Sector Composition

1 Technology 13.34%
2 Industrials 9.6%
3 Healthcare 7.5%
4 Financials 4.04%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-10,367
177
– –
-10,000
4 5 6 7
8