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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
326
$1.13M 0.06%
11,479
+2,338
327
$1.13M 0.06%
45,243
+561
328
$1.13M 0.06%
4,112
-49
329
$1.12M 0.06%
81,358
-13,773
330
$1.12M 0.06%
22,797
+1,979
331
$1.12M 0.06%
20,417
+659
332
$1.11M 0.06%
2,183
-358
333
$1.11M 0.06%
42,778
+7,806
334
$1.1M 0.06%
69,078
+47,108
335
$1.09M 0.06%
72,549
+2,618
336
$1.09M 0.06%
+40,995
337
$1.09M 0.06%
4,183
+341
338
$1.09M 0.06%
25,084
+6,019
339
$1.08M 0.06%
+15,171
340
$1.08M 0.06%
22,282
-365
341
$1.08M 0.06%
29,825
-3,132
342
$1.07M 0.06%
20,888
-904
343
$1.07M 0.06%
+52,450
344
$1.07M 0.06%
1,318
+453
345
$1.06M 0.06%
35,975
-2,000
346
$1.06M 0.06%
80,002
-47,967
347
$1.05M 0.06%
128,291
-5,121
348
$1.05M 0.06%
6,400
+15
349
$1.05M 0.06%
11,299
350
$1.05M 0.06%
25,250
-250
12 13
14
15 16