We are live on ! Find out more
IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,026
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.9M
3
+$5.12M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.55M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.49M

Top Sells

1
+$2.93M
2
+$2.43M
3
+$2.42M
4
BX icon
Blackstone
BX
+$2.07M
5
OKE icon
Oneok
OKE
+$1.53M

Sector Composition

1 Technology 18.07%
2 Financials 6.88%
3 Consumer Discretionary 6.56%
4 Healthcare 3.54%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.79M 0.1%
16,489
+4,860
227
$1.78M 0.1%
9,958
+56
228
$1.74M 0.09%
50,470
+1,679
229
$1.72M 0.09%
42,888
+8,077
230
$1.72M 0.09%
36,578
+26,676
231
$1.72M 0.09%
78,758
+4,940
232
$1.71M 0.09%
327,765
+25,586
233
$1.71M 0.09%
149,093
+16,354
234
$1.7M 0.09%
29,156
+3,644
235
$1.69M 0.09%
41,233
+4,614
236
$1.68M 0.09%
21,674
+15,488
237
$1.68M 0.09%
16,459
+532
238
$1.67M 0.09%
15,808
+208
239
$1.66M 0.09%
8,411
-62
240
$1.65M 0.09%
22,196
-804
241
$1.65M 0.09%
46,697
+39,843
242
$1.65M 0.09%
32,531
-9,647
243
$1.64M 0.09%
16,290
-535
244
$1.62M 0.09%
33,826
-22,894
245
$1.62M 0.09%
113,459
+2,633
246
$1.61M 0.09%
4,038
+15
247
$1.59M 0.08%
15,984
-6,430
248
$1.58M 0.08%
30,776
+5,306
249
$1.58M 0.08%
121,914
-1,127
250
$1.58M 0.08%
13,458
-82
8 9
10
11 12