IFG
Investors Financial Group Portfolio holdings
AUM $215M
1-Year Return
19.7%
This Quarter Return
+7.77%
1 Year Return
+19.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
+$25.7M
(+14%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
5.61%
Top 10 Holdings %
Top 10 Hldgs %
31.62%
Holding
216
New
18
Increased
97
Reduced
76
Closed
4
Top Buys
| 1 |
HUGS
USHG Acquisition Corp.
HUGS
|
+$4.3M |
| 2 |
Daktronics
DAKT
|
+$1.96M |
| 3 |
WEBR
Weber Inc.
WEBR
|
+$1.69M |
| 4 |
Verizon
VZ
|
+$973K |
| 5 |
Boeing
BA
|
+$679K |
Top Sells
| 1 |
MP Materials
MP
|
+$852K |
| 2 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$581K |
| 3 |
HYZN
Hyzon Motors Inc. Class A Common Stock
HYZN
|
+$547K |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$509K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$477K |
Sector Composition
| 1 | Technology | 12.02% |
| 2 | Industrials | 9.4% |
| 3 | Financials | 6.67% |
| 4 | Consumer Discretionary | 5.99% |
| 5 | Healthcare | 5.83% |
