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
$171M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$1.84M
3
+$1.1M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$929K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$629K

Top Sells

1
+$3.64M
2
+$2.92M
3
+$706K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$649K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$614K

Sector Composition

1 Industrials 12.66%
2 Technology 10.99%
3 Healthcare 7.51%
4 Financials 4.83%
5 Materials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 7.71%
63,749
+628
2
$9.59M 5.61%
59,538
+984
3
$6.92M 4.05%
56,645
+1,290
4
$4.63M 2.71%
11,669
-212
5
$3.82M 2.24%
11,983
-1,224
6
$3.81M 2.23%
81,777
-10,376
7
$3.41M 1.99%
+6,500
8
$3.39M 1.98%
13,282
+218
9
$2.97M 1.74%
8,283
+465
10
$2.88M 1.69%
59,683
+3,426
11
$2.54M 1.49%
10,788
+754
12
$2.46M 1.44%
49,104
+412
13
$2.37M 1.39%
16,131
+881
14
$2.09M 1.22%
17,666
-317
15
$2.06M 1.2%
41,025
-1,316
16
$2.05M 1.2%
30,798
+1,637
17
$2.02M 1.18%
510,437
-114,950
18
$1.84M 1.08%
+51,300
19
$1.77M 1.03%
10,760
+1,382
20
$1.74M 1.02%
29,951
+321
21
$1.73M 1.01%
50,876
+5,856
22
$1.69M 0.99%
7,633
+185
23
$1.64M 0.96%
7,541
-600
24
$1.63M 0.95%
25,572
-147
25
$1.61M 0.94%
10,420
-740
1
2 3 4 5