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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
301
$1.27M 0.07%
2,393
+394
302
$1.26M 0.07%
6,337
-702
303
$1.25M 0.07%
15,433
-3,708
304
$1.25M 0.07%
25,842
-7,748
305
$1.24M 0.07%
13,105
+9,349
306
$1.24M 0.07%
26,894
+12,293
307
$1.24M 0.07%
24,412
-57,735
308
$1.23M 0.07%
+23,739
309
$1.23M 0.07%
11,982
-1,075
310
$1.23M 0.07%
14,639
+1,145
311
$1.23M 0.07%
42,053
+32,008
312
$1.22M 0.07%
19,900
+9,934
313
$1.22M 0.07%
26,931
-27,862
314
$1.22M 0.07%
55,589
+1,830
315
$1.19M 0.06%
+23,662
316
$1.19M 0.06%
6,329
+646
317
$1.18M 0.06%
22,942
+9,050
318
$1.18M 0.06%
12,549
+624
319
$1.18M 0.06%
193,800
-10,100
320
$1.17M 0.06%
55,221
+4,008
321
$1.16M 0.06%
37,220
+550
322
$1.16M 0.06%
22,371
+2,154
323
$1.15M 0.06%
13,674
-1,275
324
$1.15M 0.06%
+811
325
$1.14M 0.06%
31,935
+8,745
11 12
13
14 15