13FBOX
Investors Financial Group, LLC · 13F Holdings
Options Calculator Rankings

Investors Financial Group, LLC

No.11550 Data as of 2021Q4
Latest AUM (Q4 2021)
$214.4M
QoQ Change Q3 2021
+$25.7M+13.6%
Holdings
212
New Buys
18
Adds
98
Reduces
76
Exits
4
Unchanged
20
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2021 ValueQ4 2021 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GGENERAL DYNAMICS CORPVTI
7.5%7.6%$16.1M66,634$14.3M64,565+2,069+3.20%Add
APPLE INCAAPL
4.67%4.24%$10.0M56,435$8.0M56,567-132-0.23%Reduce
3M CO COMMMM
3.96%4.61%$8.5M47,780$8.7M49,544-1,764-3.56%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
3.01%3.04%$6.5M13,600$5.7M13,346+254+1.90%Add
IINVESCO QQQ TRVOO
2.27%2.31%$4.9M12,238$4.4M12,183+55+0.45%Add
CORTEVA INC COMCTVA
2.21%2.3%$4.7M100,169$4.3M102,943-2,774-2.69%Reduce
IISHARES SILVER TRSLV
2.1%2.25%$4.5M209,458$4.3M207,218+2,240+1.08%Add
WWEBER INC
2.05%1.94%$4.4M339,200$3.7M208,650+130,550+62.57%Add
UUSHG ACQUISITION CORP
2%$4.3M414,500$00+414,500New Buy
BERKSHIRE HATHAWAY INC DELBRK.B
1.9%1.94%$4.1M13,607$3.7M13,441+166+1.24%Add
VVANGUARD WORLD FDVGT
1.8%1.81%$3.9M8,432$3.4M8,496-64-0.75%Reduce
MICROSOFT CORPMSFT
1.63%1.57%$3.5M10,410$3.0M10,540-130-1.23%Reduce
VERIZON COMMUNICATIONS INCVZ
1.57%1.31%$3.4M64,586$2.5M45,865+18,721+40.82%Add
VVANGUARD SPECIALIZED FUNDSVIG
1.22%1.29%$2.6M15,229$2.4M15,802-573-3.63%Reduce
DAKTRONICS INCDAKT
1.2%0.35%$2.6M511,050$664,000122,350+388,700+317.70%Add
IISHARES SHORT DURATION BOND ACTIVE ETFNEAR
1.09%1.29%$2.3M46,955$2.4M48,379-1,424-2.94%Reduce
IISHARES TRDGRO
1.06%1.1%$2.3M40,927$2.1M41,154-227-0.55%Reduce
SSELECT SECTOR SPDR TRXLF
1.05%1.17%$2.3M57,830$2.2M58,832-1,002-1.70%Reduce
XCEL ENERGY INC COMXEL
0.99%1.03%$2.1M31,425$1.9M31,093+332+1.07%Add
SALESFORCE INCCRM
0.98%1.08%$2.1M8,275$2.0M7,491+784+10.47%Add
IISHARES RUSSELLIWM
0.96%1.03%$2.1M9,293$1.9M8,868+425+4.79%Add
MEDTRONIC PLCMDT
0.88%1.19%$1.9M18,209$2.3M17,948+261+1.45%Add
IISHARES COREIJR
0.88%0.92%$1.9M16,380$1.7M15,956+424+2.66%Add
HHYZON MOTORS INC
0.85%1.35%$1.8M282,250$2.5M366,500-84,250-22.99%Reduce
DONALDSON INCDCI
0.81%0.9%$1.7M29,461$1.7M29,460+1+0.00%Add
FFIRST TR EXCHANGE TRADED FDRDVY
0.77%0.81%$1.6M31,725$1.5M32,062-337-1.05%Reduce
DISNEY WALT CODIS
0.75%0.61%$1.6M10,379$1.2M6,800+3,579+52.63%Add
AMAZON COM INCAMZN
0.75%0.86%$1.6M482$1.6M494-12-2.43%Reduce
BOEING COBA
0.73%0.51%$1.6M7,756$964,0004,383+3,373+76.96%Add
TARGET CORP COMTGT
0.73%0.8%$1.6M6,738$1.5M6,608+130+1.97%Add
ABBVIE INCABBV
0.71%0.62%$1.5M11,291$1.2M10,899+392+3.60%Add
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
0.7%0.66%$1.5M8,928$1.2M8,153+775+9.51%Add
IISHARES S&PIUSG
0.7%0.64%$1.5M12,966$1.2M11,799+1,167+9.89%Add
JOHNSON & JOHNSONJNJ
0.68%0.82%$1.5M8,547$1.6M9,636-1,089-11.30%Reduce
FIRST BUSEY CORPBUSE
0.68%0.72%$1.5M53,906$1.4M54,906-1,000-1.82%Reduce
IISHARES RUSSELLIWF
0.67%0.65%$1.4M4,736$1.2M4,505+231+5.13%Add
SSPDR GOLD TRGLD
0.66%0.7%$1.4M8,273$1.3M8,030+243+3.03%Add
MP MATERIALS CORPMP
0.65%0.84%$1.4M30,515$1.6M49,265-18,750-38.06%Reduce
FFirst Trust Large Cap Value Alphadex Fund Tr Lrg CP Val EtfFTA
0.63%0.79%$1.4M19,439$1.5M23,045-3,606-15.65%Reduce
GENERAL MILLS INC COMGIS
0.62%0.69%$1.3M19,745$1.3M21,747-2,002-9.21%Reduce
ADVANCED MICRO DEVICES INCAMD
0.62%0.51%$1.3M9,225$960,0009,325-100-1.07%Reduce
PFIZER INCPFE
0.61%0.46%$1.3M22,149$867,00020,152+1,997+9.91%Add
DUPONT DE NEMOURS INCDD
0.6%0.53%$1.3M15,934$1.0M14,827+1,107+7.47%Add
IISHARES TRIVV
0.6%0.59%$1.3M2,685$1.1M2,603+82+3.15%Add
VVANGUARD INDEX FDSVUG
0.6%0.57%$1.3M3,992$1.1M3,686+306+8.30%Add
IISHARES COREIJH
0.59%0.56%$1.3M4,490$1.0M3,983+507+12.73%Add
HORMEL FOODS CORPHRL
0.59%0.59%$1.3M26,046$1.1M26,920-874-3.25%Reduce
VVANGUARD TOTALBND
0.58%0.61%$1.3M14,777$1.1M13,413+1,364+10.17%Add
CARRIER GLOBALCARR
0.57%0.61%$1.2M22,482$1.1M22,132+350+1.58%Add
FFIRST TR EXCHNG TRADED FD VIFIXD
0.56%0.65%$1.2M22,708$1.2M22,822-114-0.50%Reduce

🧭 Institutional Sector Flow Heatmap

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