IFG

Investors Financial Group Portfolio holdings

AUM $215M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
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
+$1.84M
2
+$1.15M
3
+$969K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$747K
5
COIN icon
Coinbase
COIN
+$647K

Top Sells

1
+$2.3M
2
+$1.64M
3
+$902K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$756K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$396K

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
201
$35K 0.02%
900
202
$18K 0.01%
333
203
– –
-8,911
204
– –
-4,703
205
– –
-9,095
206
– –
-7,541
207
– –
-4,403
208
– –
-6,255
209
– –
-562
210
– –
-1,515
211
– –
-4,988
5 6 7 8
9