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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
501
$602K 0.03%
16,270
+115
502
$602K 0.03%
18,404
503
$600K 0.03%
11,123
-19,183
504
$600K 0.03%
34,954
-19,834
505
$599K 0.03%
30,265
+6,490
506
$599K 0.03%
8,045
-1,675
507
$596K 0.03%
2,644
+697
508
$595K 0.03%
88,745
+4,765
509
$594K 0.03%
7,194
+1,635
510
$593K 0.03%
33,596
-746
511
$590K 0.03%
6,385
-14,758
512
$590K 0.03%
21,421
+1,000
513
$588K 0.03%
28,443
+3,337
514
$575K 0.03%
22,702
+484
515
$573K 0.03%
22,731
+9,629
516
$573K 0.03%
12,998
+1,617
517
$571K 0.03%
3,006
+401
518
$566K 0.03%
19,042
+3,951
519
$566K 0.03%
11,458
-2,947
520
$565K 0.03%
38,597
+1,992
521
$561K 0.03%
2,407
+80
522
$558K 0.03%
6,294
-284
523
$557K 0.03%
2,825
+120
524
$557K 0.03%
3,550
-7,538
525
$556K 0.03%
1,583
+164
19 20
21
22 23