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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
476
$668K 0.04%
13,597
+118
477
$666K 0.04%
16,551
-10,793
478
$665K 0.04%
+6,440
479
$665K 0.04%
16,506
-3,196
480
$664K 0.04%
7,389
+239
481
$662K 0.04%
+24,133
482
$662K 0.04%
2,860
-673
483
$661K 0.04%
6,973
+3,500
484
$657K 0.04%
39,350
-10,924
485
$656K 0.04%
6,736
+1,586
486
$655K 0.04%
2,149
+62
487
$653K 0.03%
9,075
+2,794
488
$652K 0.03%
4,064
+272
489
$650K 0.03%
2,666
+24
490
$646K 0.03%
44,367
+3,828
491
$641K 0.03%
32,139
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492
$638K 0.03%
23,500
493
$631K 0.03%
12,363
-14
494
$630K 0.03%
18,873
495
$629K 0.03%
6,499
-8,628
496
$626K 0.03%
8,072
-1,893
497
$622K 0.03%
5,996
+1,096
498
$616K 0.03%
42,275
499
$605K 0.03%
44,860
+13,687
500
$602K 0.03%
5,544
-2,305
18 19
20
21 22