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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
251
$1.54M 0.08%
20,041
-430
252
$1.54M 0.08%
81,957
+252
253
$1.53M 0.08%
25,913
-212
254
$1.51M 0.08%
53,431
+23,571
255
$1.51M 0.08%
5,235
-2,653
256
$1.5M 0.08%
22,762
-3,300
257
$1.5M 0.08%
20,749
+421
258
$1.5M 0.08%
27,332
-422
259
$1.49M 0.08%
16,347
+3,200
260
$1.49M 0.08%
62,951
+3,841
261
$1.48M 0.08%
11,828
+187
262
$1.47M 0.08%
19,145
-9,125
263
$1.47M 0.08%
3,247
-215
264
$1.47M 0.08%
86,911
+2,803
265
$1.46M 0.08%
96,570
+49,588
266
$1.45M 0.08%
17,880
-4,085
267
$1.45M 0.08%
13,099
+652
268
$1.44M 0.08%
42,123
+2,397
269
$1.43M 0.08%
10,696
-80
270
$1.42M 0.08%
28,738
+23,038
271
$1.42M 0.08%
52,399
+1,000
272
$1.41M 0.08%
18,439
-333
273
$1.41M 0.08%
7,317
+780
274
$1.4M 0.08%
18,010
+2,447
275
$1.38M 0.07%
46,348
+9,400
9 10
11
12 13