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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
276
$1.38M 0.07%
23,688
+19,461
277
$1.38M 0.07%
40,215
278
$1.38M 0.07%
1,818
+308
279
$1.37M 0.07%
111,995
+1,057
280
$1.36M 0.07%
18,866
+6,088
281
$1.35M 0.07%
+87,480
282
$1.34M 0.07%
30,038
+15,765
283
$1.34M 0.07%
47,000
+2,113
284
$1.34M 0.07%
9,855
-766
285
$1.34M 0.07%
8,506
+140
286
$1.34M 0.07%
5,999
+1,369
287
$1.33M 0.07%
17,799
-566
288
$1.32M 0.07%
69,150
-20,375
289
$1.32M 0.07%
50,408
+5,947
290
$1.31M 0.07%
44,626
+35
291
$1.3M 0.07%
29,731
-558
292
$1.3M 0.07%
2,530
+82
293
$1.3M 0.07%
33,462
+1,334
294
$1.3M 0.07%
86,533
-3,473
295
$1.29M 0.07%
7,590
+3,200
296
$1.29M 0.07%
6,764
-185
297
$1.29M 0.07%
35,917
+2,563
298
$1.28M 0.07%
12,619
-4,063
299
$1.28M 0.07%
83,591
+1,446
300
$1.27M 0.07%
250,461
-60,813
10 11
12
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