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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
351
$1.05M 0.06%
+20,698
352
$1.05M 0.06%
4,260
-1
353
$1.04M 0.06%
6,444
-27
354
$1.03M 0.06%
7,310
-1,850
355
$1.03M 0.06%
47,766
+2,272
356
$1.03M 0.06%
9,903
+218
357
$1.03M 0.06%
10,342
-882
358
$1.02M 0.05%
13,150
+2,724
359
$999K 0.05%
11,193
-2,486
360
$998K 0.05%
22,122
+14,166
361
$996K 0.05%
24,229
+377
362
$991K 0.05%
12,650
+1,200
363
$989K 0.05%
171,053
+10,110
364
$989K 0.05%
22,315
+668
365
$979K 0.05%
10,860
+1,157
366
$979K 0.05%
3,905
-2
367
$970K 0.05%
89,300
+825
368
$959K 0.05%
+33,730
369
$954K 0.05%
18,877
+8,000
370
$951K 0.05%
7,824
-144
371
$943K 0.05%
6,503
-1,316
372
$942K 0.05%
3,592
+21
373
$938K 0.05%
6,588
-200
374
$937K 0.05%
21,700
+400
375
$936K 0.05%
80,000
+500
13 14
15
16 17