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
176
$231K 0.12%
3,750
177
$227K 0.12%
6,904
178
$223K 0.12%
642
-170
179
$223K 0.12%
1,140
-125
180
$222K 0.12%
2,013
181
$222K 0.12%
3,322
-603
182
$217K 0.12%
2,825
+150
183
$215K 0.12%
+5,157
184
$213K 0.11%
2,211
+3
185
$212K 0.11%
2,134
-158
186
$209K 0.11%
+1,862
187
$207K 0.11%
3,910
188
$205K 0.11%
4,300
-60
189
$204K 0.11%
200
190
$189K 0.1%
+13,220
191
$189K 0.1%
11,000
192
$181K 0.1%
33,937
-476,500
193
$180K 0.1%
21,375
+3,450
194
$172K 0.09%
11,600
195
$140K 0.08%
15,924
-2,000
196
$129K 0.07%
12,305
197
$119K 0.06%
+3,340
198
$114K 0.06%
1,740
199
$90K 0.05%
+22,977
200
$61K 0.03%
10,196
5 6 7
8
9