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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
451
$727K 0.04%
13,600
+2,300
452
$726K 0.04%
6,302
+545
453
$724K 0.04%
5,078
+680
454
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7,743
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455
$718K 0.04%
7,794
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456
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3,258
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457
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17,115
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+9,494
459
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21,029
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460
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461
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462
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14,130
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463
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32,736
+10,114
464
$689K 0.04%
8,440
+4,610
465
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8,210
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467
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32,585
-7,665
468
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7,503
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470
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767
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471
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+27,151
472
$670K 0.04%
11,268
-1,950
473
$669K 0.04%
7,256
+1,066
474
$668K 0.04%
19,278
+2,453
475
$668K 0.04%
5,860
+445
17 18
19
20 21