Investors Financial Group, LLC — 13F Filings Deep Dive

CIK: 0001800535

Long-term holder

Total reported value

—

Reporting period: 2022-03-31 · Number of holdings: 1

Investors Financial Group, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2022-03-31, with total reported value of — and a quarterly turnover rate of 0.0%.

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Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2022-03-31	1	—	0
2021-12-31	212	$214.8M	0	1VTI 2AAPL 3MMM Top holdings2021-12-31 1.VTI 2.AAPL 3.MMM 4.SPY 5.QQQ 6.CTVA 7.SLV 8.WEBRUSD 9.91748P 10.BRK-B
2021-09-30	198	$189.1M	0	1VTI 2MMM 3AAPL Top holdings2021-09-30 1.VTI 2.MMM 3.AAPL 4.SPY 5.QQQ 6.CTVA 7.SLV 8.WEBRUSD 9.BRK-B 10.VGT
2021-06-30	203	$186.3M	96	1VTI 2MMM 3AAPL Top holdings2021-06-30 1.VTI 2.MMM 3.AAPL 4.SPY 5.QQQ 6.242797 7.CTVA 8.BRK-B 9.VGT 10.MSFT
2021-03-31	192	$170.9M	26	1VTI 2MMM 3AAPL Top holdings2021-03-31 1.VTI 2.MMM 3.AAPL 4.SPY 5.QQQ 6.CTVA 7.242797 8.BRK-B 9.VGT 10.DGRO
2020-12-31	164	$151.4M	24	1VTI 2MMM 3AAPL Top holdings2020-12-31 1.VTI 2.MMM 3.AAPL 4.SPY 5.QQQ 6.CTVA 7.BRK-B 8.VGT 9.DAKT 10.DGRO
2020-09-30	158	$133.7M	21	1VTI 2MMM 3AAPL Top holdings2020-09-30 1.VTI 2.MMM 3.AAPL 4.34962V 5.QQQ 6.SPY 7.BRK-B 8.CTVA 9.NEAR 10.VGT
2020-06-30	149	$121.5M	37	1VTI 2MMM 3AAPL Top holdings2020-06-30 1.VTI 2.MMM 3.AAPL 4.QQQ 5.NEAR 6.SPY 7.CTVA 8.NOK 9.BRK-B 10.DGRO
2020-03-31	124	$99.0M	41	1VTI 2MMM 3AAPL Top holdings2020-03-31 1.VTI 2.MMM 3.AAPL 4.NEAR 5.DAKT 6.BRK-B 7.QQQ 8.CTVA 9.SLV 10.ERIC
2019-12-31	134	$122.9M	0	1VTI 2MMM 3NEAR Top holdings2019-12-31 1.VTI 2.MMM 3.NEAR 4.AAPL 5.FITEUR 6.DGRO 7.BRK-B 8.SPY 9.CTVA 10.QQQ

Holding changes this quarter

Position changes disclosed by Investors Financial Group, LLC for the quarter ending 2022-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2022-03-31	2022-05-10	13F-HR	View on EDGAR
2021-12-31	2022-01-14	13F-HR	View on EDGAR
2021-09-30	2021-10-21	13F-HR	View on EDGAR
2021-06-30	2021-07-29	13F-HR	View on EDGAR
2021-03-31	2021-04-14	13F-HR	View on EDGAR
2020-12-31	2021-01-19	13F-HR	View on EDGAR
2020-09-30	2020-10-14	13F-HR	View on EDGAR
2020-06-30	2020-07-10	13F-HR	View on EDGAR
2020-03-31	2020-04-09	13F-HR	View on EDGAR
2019-12-31	2020-01-27	13F-HR	View on EDGAR

FAQ

What is Investors Financial Group, LLC and what type of investor is it?

Investors Financial Group, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-03-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Investors Financial Group, LLC's largest equity positions?

Based on the latest 13F filing, Investors Financial Group, LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Investors Financial Group, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Investors Financial Group, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Investors Financial Group, LLC focus on?

Sector breakdown data is not yet available for Investors Financial Group, LLC. Check back after the next 13F processing cycle.

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Concentration0.0

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Sector conviction0.0

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Total reported value

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Total reported value

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Personality snowflake

Concentration

Portfolio Stability

Momentum/Contrarian

Sector conviction

Diversification

Sizing Uniformity

—

Ticker

Issuer

Asset Subclass

Weight

Weight Change

Shares Change

4Q Trend

✓

Ikena Oncology INC

Stock-Other

—

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2022-03-31	1	—	0
2021-12-31	212	$214.8M	0	1VTI 2AAPL 3MMM Top holdings2021-12-31 1.VTI 2.AAPL 3.MMM 4.SPY 5.QQQ 6.CTVA 7.SLV 8.WEBRUSD 9.91748P 10.BRK-B
2021-09-30	198	$189.1M	0	1VTI 2MMM 3AAPL Top holdings2021-09-30 1.VTI 2.MMM 3.AAPL 4.SPY 5.QQQ 6.CTVA 7.SLV 8.WEBRUSD 9.BRK-B 10.VGT
2021-06-30	203	$186.3M	96	1VTI 2MMM 3AAPL Top holdings2021-06-30 1.VTI 2.MMM 3.AAPL 4.SPY 5.QQQ 6.242797 7.CTVA 8.BRK-B 9.VGT 10.MSFT
2021-03-31	192	$170.9M	26	1VTI 2MMM 3AAPL Top holdings2021-03-31 1.VTI 2.MMM 3.AAPL 4.SPY 5.QQQ 6.CTVA 7.242797 8.BRK-B 9.VGT 10.DGRO
2020-12-31	164	$151.4M	24	1VTI 2MMM 3AAPL Top holdings2020-12-31 1.VTI 2.MMM 3.AAPL 4.SPY 5.QQQ 6.CTVA 7.BRK-B 8.VGT 9.DAKT 10.DGRO
2020-09-30	158	$133.7M	21	1VTI 2MMM 3AAPL Top holdings2020-09-30 1.VTI 2.MMM 3.AAPL 4.34962V 5.QQQ 6.SPY 7.BRK-B 8.CTVA 9.NEAR 10.VGT
2020-06-30	149	$121.5M	37	1VTI 2MMM 3AAPL Top holdings2020-06-30 1.VTI 2.MMM 3.AAPL 4.QQQ 5.NEAR 6.SPY 7.CTVA 8.NOK 9.BRK-B 10.DGRO
2020-03-31	124	$99.0M	41	1VTI 2MMM 3AAPL Top holdings2020-03-31 1.VTI 2.MMM 3.AAPL 4.NEAR 5.DAKT 6.BRK-B 7.QQQ 8.CTVA 9.SLV 10.ERIC
2019-12-31	134	$122.9M	0	1VTI 2MMM 3NEAR Top holdings2019-12-31 1.VTI 2.MMM 3.NEAR 4.AAPL 5.FITEUR 6.DGRO 7.BRK-B 8.SPY 9.CTVA 10.QQQ

Filing History

Period	Filed	Type	EDGAR
2022-03-31	2022-05-10	13F-HR	View on EDGAR
2021-12-31	2022-01-14	13F-HR	View on EDGAR
2021-09-30	2021-10-21	13F-HR	View on EDGAR
2021-06-30	2021-07-29	13F-HR	View on EDGAR
2021-03-31	2021-04-14	13F-HR	View on EDGAR
2020-12-31	2021-01-19	13F-HR	View on EDGAR
2020-09-30	2020-10-14	13F-HR	View on EDGAR
2020-06-30	2020-07-10	13F-HR	View on EDGAR
2020-03-31	2020-04-09	13F-HR	View on EDGAR
2019-12-31	2020-01-27	13F-HR	View on EDGAR

FAQ

What is Investors Financial Group, LLC and what type of investor is it?

What are Investors Financial Group, LLC's largest equity positions?

Based on the latest 13F filing, Investors Financial Group, LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Investors Financial Group, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Investors Financial Group, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Investors Financial Group, LLC focus on?

Sector breakdown data is not yet available for Investors Financial Group, LLC. Check back after the next 13F processing cycle.