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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
401
$865K 0.05%
40,660
-4,408
402
$863K 0.05%
6,641
+369
403
$863K 0.05%
42,295
-39,510
404
$861K 0.05%
16,674
+174
405
$856K 0.05%
15,345
+1,490
406
$855K 0.05%
6,358
+386
407
$852K 0.05%
12,106
-1,054
408
$848K 0.05%
69,259
+21,173
409
$844K 0.05%
10,247
-1,842
410
$839K 0.04%
11,586
-3,480
411
$834K 0.04%
10,255
+115
412
$831K 0.04%
14,330
-444
413
$821K 0.04%
12,708
+2,517
414
$819K 0.04%
+19,794
415
$815K 0.04%
13,648
-2,262
416
$814K 0.04%
7,792
-251
417
$813K 0.04%
16,295
-700
418
$807K 0.04%
27,769
+11,286
419
$802K 0.04%
44,349
+12,408
420
$797K 0.04%
12,474
+132
421
$796K 0.04%
7,720
+492
422
$792K 0.04%
9,282
-617
423
$790K 0.04%
11,350
+344
424
$786K 0.04%
22,564
-1,015
425
$785K 0.04%
10,345
+196
15 16
17
18 19