$171 Million is the total value of Investors Financial Group, LLC's 192 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LXRX | Exit | LEXICON PHARMACEUTICALS INC | $0 | – | -14,400 | -100.0% | -0.03% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -1,732 | -100.0% | -0.13% | – |
| CLDR | Exit | CLOUDERA INC | $0 | – | -15,005 | -100.0% | -0.14% | – |
| SONO | Exit | SONOS INC | $0 | – | -11,000 | -100.0% | -0.17% | – |
| PHDG | Exit | INVESCO ACTIVELY MANAGED ETFs&p500 downsid | $0 | – | -10,762 | -100.0% | -0.24% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,098 | -100.0% | -0.24% | – |
| SZNE | Exit | PACER FDS TRcfra stval eql | $0 | – | -14,873 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q4 2021 | 9.3% |
| 3M CO | 9 | Q4 2021 | 6.7% |
| APPLE INC | 9 | Q4 2021 | 4.9% |
| SPDR S&P 500 ETF TR | 9 | Q4 2021 | 3.0% |
| INVESCO QQQ TR | 9 | Q4 2021 | 2.7% |
| CORTEVA INC | 9 | Q4 2021 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 9 | Q4 2021 | 2.4% |
| ISHARES US ETF TR | 9 | Q4 2021 | 3.1% |
| VANGUARD WORLD FDS | 9 | Q4 2021 | 1.8% |
| ISHARES TR | 9 | Q4 2021 | 2.3% |
View Investors Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-14 |
| 13F-HR | 2021-10-21 |
| 13F-HR | 2021-07-29 |
| 13F-HR | 2021-04-14 |
| 13F-HR | 2021-01-19 |
| 13F-HR | 2020-10-14 |
| 13F-HR | 2020-07-10 |
| 13F-HR | 2020-04-09 |
| 13F-HR | 2020-01-27 |
View Investors Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.