IFG
Investors Financial Group Portfolio holdings
AUM
$215M
1-Year Est. Return
19.81%
This Fund
S&P 500
1 Year Est. Return
+19.81%
AUM
$189M
AUM Growth
+$2.74M
(+1.5%)
Holding
214
Top Buys
| 1 | +$4.66M | |
| 2 | +$3.35M | |
| 3 | +$744K | |
| 4 |
Verizon
VZ
|
+$723K |
| 5 |
Corteva
CTVA
|
+$638K |
Top Sells
| 1 | +$1.82M | |
| 2 | +$992K | |
| 3 | +$534K | |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$406K |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$403K |
Sector Composition
| 1 | Technology | 10.45% |
| 2 | Industrials | 10.32% |
| 3 | Healthcare | 6.29% |
| 4 | Consumer Discretionary | 5.86% |
| 5 | Financials | 5.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
201
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14B
| – | – |
-4,690
|
|
||
202
Meta Platforms (Facebook)
META
$1.45T
| – | – |
-642
|
|
||
203
Nokia
NOK
$49.2B
| – | – |
-33,937
|
|
||
204
Origin Materials
ORGN
$11.8M
| – | – |
-65,150
|
|
||
205
Philip Morris
PM
$246B
| – | – |
-2,134
|
|
||
206
Pacer Trendpilot US Bond ETF
PTBD
$105M
| – | – |
-35,787
|
|
||
207
Qorvo
QRVO
$7.3B
| – | – |
-1,140
|
|
||
208
Boston Beer
SAM
$2.52B
| – | – |
-200
|
|
||
209
ProShares Short S&P500
SH
$1.22B
| – | – |
-3,750
|
|
||
|
CNSL
210
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| – | – |
-15,924
|
|
||
|
BHIL
211
DELISTED
Benson Hill, Inc.
BHIL
| – | – |
-5,250
|
|
||
212
International Paper
IP
$18.4B
| – | – |
-6,769
|
|