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
1
$13.9M 7.44%
62,194
-1,555
2
$9.91M 5.32%
59,703
+165
3
$7.96M 4.27%
58,080
+1,435
4
$5.28M 2.83%
12,325
+656
5
$4.31M 2.31%
12,152
+169
6
$3.97M 2.13%
7,706
+1,206
7
$3.91M 2.1%
88,184
+6,407
8
$3.64M 1.95%
13,102
-180
9
$3.31M 1.77%
8,292
+9
10
$2.93M 1.57%
10,820
+32
11
$2.46M 1.32%
15,900
-231
12
$2.43M 1.3%
48,351
-753
13
$2.27M 1.22%
18,330
+664
14
$2.1M 1.13%
41,712
-17,971
15
$2.03M 1.09%
30,880
+82
16
$1.93M 1.03%
52,491
+1,615
17
$1.91M 1.02%
37,995
-3,030
18
$1.89M 1.02%
8,253
+620
19
$1.89M 1.01%
29,703
-248
20
$1.88M 1.01%
11,385
+625
21
$1.85M 0.99%
7,561
+493
22
$1.84M 0.99%
32,788
+6,080
23
$1.82M 0.98%
+5,250
24
$1.8M 0.97%
48,900
-2,400
25
$1.74M 0.93%
10,120
-300
1
2 3 4 5