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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
376
$934K 0.05%
3,927
-107
377
$933K 0.05%
12,231
+2,706
378
$932K 0.05%
31,835
+2,693
379
$931K 0.05%
14,370
-4,815
380
$931K 0.05%
11,060
-72
381
$915K 0.05%
34,850
-6,450
382
$915K 0.05%
27,606
+2,966
383
$909K 0.05%
107,149
+3,486
384
$904K 0.05%
3,936
+2,040
385
$901K 0.05%
9,350
+3,187
386
$897K 0.05%
15,240
-3,484
387
$896K 0.05%
48,339
-1,275
388
$895K 0.05%
38,161
-358
389
$885K 0.05%
8,081
+99
390
$884K 0.05%
42,335
+18,660
391
$882K 0.05%
46,913
+12,534
392
$880K 0.05%
26,205
+1,300
393
$879K 0.05%
7,083
-575
394
$877K 0.05%
7,552
+794
395
$873K 0.05%
19,892
-21,850
396
$872K 0.05%
24,103
397
$871K 0.05%
6,066
-25
398
$871K 0.05%
74,220
+495
399
$868K 0.05%
102,974
+9,182
400
$865K 0.05%
15,068
-289
14 15
16
17 18