We are live on ! Find out more
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
26
$9.12M 0.49%
25,764
-2,602
27
$9.1M 0.49%
107,274
+5,179
28
$8.85M 0.47%
168,909
+38,517
29
$8.58M 0.46%
32,960
+2,672
30
$8.54M 0.46%
336,696
+63,003
31
$8.43M 0.45%
48,050
+5,486
32
$8.31M 0.44%
56,377
+12,422
33
$7.89M 0.42%
454,875
+95,866
34
$7.86M 0.42%
678,104
+170,547
35
$7.78M 0.42%
21,808
+916
36
$7.76M 0.42%
487,406
+12,567
37
$7.31M 0.39%
79,946
+49,694
38
$7.28M 0.39%
263,402
+10,447
39
$7.22M 0.39%
139,320
+13,596
40
$7.18M 0.38%
16,447
+1,238
41
$7.08M 0.38%
20,436
+467
42
$7.08M 0.38%
55,903
-865
43
$7.03M 0.38%
140,934
+10,046
44
$6.98M 0.37%
126,895
-9,509
45
$6.87M 0.37%
26,904
+2,207
46
$6.82M 0.36%
68,180
-695
47
$6.73M 0.36%
265,500
-53,160
48
$6.71M 0.36%
133,635
+17,059
49
$6.66M 0.36%
170,657
-20,424
50
$6.61M 0.35%
125,709
+39,963
1
2
3 4 5