Mga Batayang Estadistika
Posisi Saat Ini 0
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Investors Financial Group, LLC telah mengungkapkan total kepemilikan 0 dalam pengajuan SEC terbaru mereka. Aset-aset utama Investors Financial Group, LLC adalah iShares Trust - iShares Russell 2000 ETF (US:IWM) , SSGA Active Trust - SPDR Blackstone Senior Loan ETF (US:SRLN) , Weber Inc - Class A (US:WEBR) , SPDR Dow Jones Industrial Average ETF Trust (US:DIA) , and First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund (US:FTA) . Posisi baru Investors Financial Group, LLC meliputi: Neuberger Berman Income Funds - Neuberger Berman Municipal Impact Fund Class C Shares (US:NIMCX) , .

Investors Financial Group, LLC - Nilai Portofolio
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)
Nilai
(Juta Dolar AS)
Portfolio % ΔPorsyento ng Portfolio
0.00 0.00 -7.4900
0.00 0.00 -4.6654
0.00 0.00 -3.9512
0.00 0.00 -3.0075
0.00 0.00 -2.2668
0.00 0.00 -2.2049
0.00 0.00 -2.0974
0.00 0.00 -2.0420
0.00 0.00 -2.0010
0.00 0.00 -1.8939
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2022-05-10 untuk periode pelaporan 2022-03-31. Investor ini belum mengungkapkan sekuritas yang diperhitungkan dalam bentuk saham, sehingga kolom terkait saham dalam tabel di bawah ini dihilangkan. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik ΔSaham
(%)
Nilai
($MM)
Portpolyo
(%)
ΔPortofolio
(%)
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -100.00 -0.9623
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF 0.00 -100.00 -0.2128
WEBR / Weber Inc - Class A 0.00 -100.00 -2.0420
DIA / SPDR Dow Jones Industrial Average ETF Trust 0.00 -100.00 -0.5354
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund 0.00 -100.00 -0.6322
BRK.B / Berkshire Hathaway Inc. 0.00 -100.00 -1.8939
AVGO / Broadcom Inc. 0.00 -100.00 -0.1290
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 -100.00 -0.3441
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 -100.00 -0.2640
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 0.00 -100.00 -0.4637
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 -100.00 -0.5391
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund 0.00 -100.00 -0.1406
KO / The Coca-Cola Company 0.00 -100.00 -0.1783
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund 0.00 -100.00 -0.1224
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 -100.00 -0.4437
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 -100.00 -0.6737
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF 0.00 -100.00 -0.1169
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF 0.00 -100.00 -0.1434
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 0.00 -100.00 -0.2002
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF 0.00 -100.00 -0.2388
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0.00 -100.00 -1.0512
DNP / DNP Select Income Fund Inc. 0.00 -100.00 -0.0624
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF 0.00 -100.00 -0.4260
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund 0.00 -100.00 -0.5829
MDLZ / Mondelez International, Inc. 0.00 -100.00 -0.1183
NKE / NIKE, Inc. 0.00 -100.00 -0.1406
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF 0.00 -100.00 -0.6979
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -100.00 -7.4900
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.00 -100.00 -0.5414
EZPW / EZCORP, Inc. 0.00 -100.00 -0.0349
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 -100.00 -0.2444
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral 0.00 -100.00 -0.2589
MBB / iShares Trust - iShares MBS ETF 0.00 -100.00 -0.2258
MGC / Vanguard World Fund - Vanguard Mega Cap ETF 0.00 -100.00 -0.6988
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -100.00 -1.2179
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 0.00 -100.00 -0.2607
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund 0.00 -100.00 -0.2393
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.00 -100.00 -0.3548
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -100.00 -1.7989
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 0.00 -100.00 -0.2537
VMM / Delaware Investments Minnesota Municipal Income Fund II Inc 0.00 -100.00 -0.0754
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF 0.00 -100.00 -0.5624
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0.00 -100.00 -0.1257
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.00 -100.00 -0.4930
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -100.00 -0.4702
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund 0.00 -100.00 -0.1364
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund 0.00 -100.00 -0.1313
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.00 -100.00 -0.1662
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.00 -100.00 -0.2388
FTSD / Franklin U.S. Core Dividend Tilt Index ETF - Franklin Short Duration U.S. Government ETF 0.00 -100.00 -0.1606
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 0.00 -100.00 -0.1955
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 -100.00 -0.0964
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.00 -100.00 -0.1932
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 -100.00 -0.2882
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -100.00 -0.5964
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund 0.00 -100.00 -0.0936
BHG / Bright Health Group, Inc. 0.00 -100.00 -0.0675
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF 0.00 -100.00 -0.0964
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund 0.00 -100.00 -0.1378
DVY / iShares Trust - iShares Select Dividend ETF 0.00 -100.00 -0.1071
ADP / Automatic Data Processing, Inc. 0.00 -100.00 -0.1024
MYI / BlackRock MuniYield Quality Fund III, Inc. 0.00 -100.00 -0.0801
HDV / iShares Trust - iShares Core High Dividend ETF 0.00 -100.00 -0.0978
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -100.00 -0.2565
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.00 -100.00 -0.3138
GLD / SPDR Gold Trust 0.00 -100.00 -0.6583
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF 0.00 -100.00 -0.1034
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.00 -100.00 -0.1034
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 -100.00 -0.2537
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF 0.00 -100.00 -0.3860
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 -100.00 -0.5917
PPL / PPL Corporation 0.00 -100.00 -0.0940
PFE / Pfizer Inc. 0.00 -100.00 -0.6090
NEE.PRN / NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note 0.00 -100.00 -0.1434
BHC / Bausch Health Companies Inc. 0.00 -100.00 -0.1825
UNH / UnitedHealth Group Incorporated 0.00 -100.00 -0.2882
AAPL / Apple Inc. 0.00 -100.00 -4.6654
CVX / Chevron Corporation 0.00 -100.00 -0.2696
CTVA / Corteva, Inc. 0.00 -100.00 -2.2049
NVDA / NVIDIA Corporation 0.00 -100.00 -0.3738
ETN / Eaton Corporation plc 0.00 -100.00 -0.1480
RTX / RTX Corporation 0.00 -100.00 -0.1853
XEL / Xcel Energy Inc. 0.00 -100.00 -0.9907
SKY / Champion Homes, Inc. 0.00 -100.00 -0.1839
INTC / Intel Corporation 0.00 -100.00 -0.2533
BUSE / First Busey Corporation 0.00 -100.00 -0.6807
IR / Ingersoll Rand Inc. 0.00 -100.00 -0.0964
AMT / American Tower Corporation 0.00 -100.00 -0.1415
GM / General Motors Company 0.00 -100.00 -0.1671
HRL / Hormel Foods Corporation 0.00 -100.00 -0.5917
LLY / Eli Lilly and Company 0.00 -100.00 -0.2202
TGT / Target Corporation 0.00 -100.00 -0.7263
VZ / Verizon Communications Inc. 0.00 -100.00 -1.5624
MRK / Merck & Co., Inc. 0.00 -100.00 -0.3161
ANTM / Anthem Inc 0.00 -100.00 -0.2412
WBA / Walgreens Boots Alliance, Inc. 0.00 -100.00 -0.1723
BMY / Bristol-Myers Squibb Company 0.00 -100.00 -0.1015
COST / Costco Wholesale Corporation 0.00 -100.00 -0.4604
GGG / Graco Inc. 0.00 -100.00 -0.2784
NLS / Nautilus Inc 0.00 -100.00 -0.0647
MCK / McKesson Corporation 0.00 -100.00 -0.3119
AVXL / Anavex Life Sciences Corp. 0.00 -100.00 -0.2961
PLTR / Palantir Technologies Inc. 0.00 -100.00 -0.0880
SPY / SPDR S&P 500 ETF 0.00 -100.00 -3.0075
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock) 0.00 -100.00 -0.0368
DCI / Donaldson Company, Inc. 0.00 -100.00 -0.8129
NIMCX / Neuberger Berman Income Funds - Neuberger Berman Municipal Impact Fund Class C Shares 0.00 0.0000
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 -100.00 -0.1285
HYZN / Hyzon Motors Inc. 0.00 -100.00 -0.8529
SLV / iShares Silver Trust 0.00 -100.00 -2.0974
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.00 -100.00 -0.1453
DE / Deere & Company 0.00 -100.00 -0.1513
TSLA / Tesla, Inc. 0.00 -100.00 -0.2030
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -100.00 -0.4916
CMCSA / Comcast Corporation 0.00 -100.00 -0.1020
LUMO / Lumos Pharma, Inc. 0.00 -100.00 -0.0987
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF 0.00 -100.00 -0.3427
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF 0.00 -100.00 -0.4535
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 -100.00 -0.5242
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF 0.00 -100.00 -1.0917
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 0.00 -100.00 -0.4525
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.00 -100.00 -1.0592
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 -100.00 -0.3520
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF 0.00 -100.00 -0.2202
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF 0.00 -100.00 -0.1597
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.00 -100.00 -0.1150
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0.00 -100.00 -0.3683
NZF / Nuveen Municipal Credit Income Fund 0.00 -100.00 -0.0875
INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF 0.00 -100.00 -0.2845
MTNB / Matinas BioPharma Holdings, Inc. 0.00 -100.00 -0.0237
MP / MP Materials Corp. 0.00 -100.00 -0.6453
V / Visa Inc. 0.00 -100.00 -0.1439
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.00 -100.00 -0.1196
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00 -100.00 -0.2724
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -100.00 -0.5964
QQQ / Invesco QQQ Trust, Series 1 0.00 -100.00 -2.2668
CLF / Cleveland-Cliffs Inc. 0.00 -100.00 -0.2332
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.00 -100.00 -0.7649
ABBV / AbbVie Inc. 0.00 -100.00 -0.7118
HBAN / Huntington Bancshares Incorporated 0.00 -100.00 -0.0950
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note 0.00 -100.00 -0.4763
CGC / Canopy Growth Corporation 0.00 -100.00 -0.0466
ECL / Ecolab Inc. 0.00 -100.00 -0.3319
MDT / Medtronic plc 0.00 -100.00 -0.8771
MAS / Masco Corporation 0.00 -100.00 -0.2216
F / Ford Motor Company 0.00 -100.00 -0.2589
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 -100.00 -0.4237
DKNG / DraftKings Inc. 0.00 -100.00 -0.1355
MU / Micron Technology, Inc. 0.00 -100.00 -0.2021
MCD / McDonald's Corporation 0.00 -100.00 -0.2593
XELA / Exela Technologies, Inc. 0.00 -100.00 -0.0056
DIS / The Walt Disney Company 0.00 -100.00 -0.7486
HUGS / USHG Acquisition Corp - Class A 0.00 -100.00 -2.0010
ABNB / Airbnb, Inc. 0.00 -100.00 -0.1629
MSFT / Microsoft Corporation 0.00 -100.00 -1.6299
O / Realty Income Corporation 0.00 -100.00 -0.0945
JNJ / Johnson & Johnson 0.00 -100.00 -0.6807
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 -100.00 -0.1453
BAC.PRB / Bank of America Corporation - Preferred Stock 0.00 -100.00 -0.2533
TJX / The TJX Companies, Inc. 0.00 -100.00 -0.3827
CAT / Caterpillar Inc. 0.00 -100.00 -0.2989
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF 0.00 -100.00 -0.1741
CARR / Carrier Global Corporation 0.00 -100.00 -0.5675
CRM / Salesforce, Inc. 0.00 -100.00 -0.9791
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 -100.00 -0.8734
MOD / Modine Manufacturing Company 0.00 -100.00 -0.2123
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 -100.00 -0.3529
NUE / Nucor Corporation 0.00 -100.00 -0.1639
XOM / Exxon Mobil Corporation 0.00 -100.00 -0.3394
PEP / PepsiCo, Inc. 0.00 -100.00 -0.2118
SAVA / Cassava Sciences, Inc. 0.00 -100.00 -0.1038
QCOM / QUALCOMM Incorporated 0.00 -100.00 -0.2137
HD / The Home Depot, Inc. 0.00 -100.00 -0.4535
MMM / 3M Company 0.00 -100.00 -3.9512
COIN / Coinbase Global, Inc. 0.00 -100.00 -0.3180
CSCO / Cisco Systems, Inc. 0.00 -100.00 -0.3105
AMZN / Amazon.com, Inc. 0.00 -100.00 -0.7482
WFC / Wells Fargo & Company 0.00 -100.00 -0.2845
NLY / Annaly Capital Management, Inc. 0.00 -100.00 -0.0484
C.WSA / Citigroup, Inc. 0.00 -100.00 -0.1131
USB / U.S. Bancorp 0.00 -100.00 -0.1746
ABT / Abbott Laboratories 0.00 -100.00 -0.2216
NFLX / Netflix, Inc. 0.00 -100.00 -0.1201
NSC / Norfolk Southern Corporation 0.00 -100.00 -0.1853
DGII / Digi International Inc. 0.00 -100.00 -0.3850
DAKT / Daktronics, Inc. 0.00 -100.00 -1.2016
SIRI / Sirius XM Holdings Inc. 0.00 -100.00 -0.0512
APD / Air Products and Chemicals, Inc. 0.00 -100.00 -0.1043
OTTR / Otter Tail Corporation 0.00 -100.00 -0.0940
AMD / Advanced Micro Devices, Inc. 0.00 -100.00 -0.6178
MAR / Marriott International, Inc. 0.00 -100.00 -0.1048
DOW / Dow Inc. 0.00 -100.00 -0.5992
BA / The Boeing Company 0.00 -100.00 -0.7267
GE / General Electric Company 0.00 -100.00 -0.1485
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.00 -100.00 -0.3482
TWO / Two Harbors Investment Corp. 0.00 -100.00 -0.0312
PG / The Procter & Gamble Company 0.00 -100.00 -0.2821
ADBE / Adobe Inc. 0.00 -100.00 -0.4283
STKL / SunOpta Inc. 0.00 -100.00 -0.0419
CSX / CSX Corporation 0.00 -100.00 -0.1001
HON / Honeywell International Inc. 0.00 -100.00 -0.4339
TXN / Texas Instruments Incorporated 0.00 -100.00 -0.1294
T / AT&T Inc. 0.00 -100.00 -0.1713
SBUX / Starbucks Corporation 0.00 -100.00 -0.3389
AMGN / Amgen Inc. 0.00 -100.00 -0.2644
DAL / Delta Air Lines, Inc. 0.00 -100.00 -0.1429
PYPL / PayPal Holdings, Inc. 0.00 -100.00 -0.1685
ORCL / Oracle Corporation 0.00 -100.00 -0.1676
GIS / General Mills, Inc. 0.00 -100.00 -0.6192
PAYX / Paychex, Inc. 0.00 -100.00 -0.1411
FCX / Freeport-McMoRan Inc. 0.00 -100.00 -0.1616
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock) 0.00 -100.00 -0.0708