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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
526
$554K 0.03%
11,906
+1,666
527
$551K 0.03%
16,222
+1,325
528
$543K 0.03%
+22,125
529
$538K 0.03%
+2,862
530
$537K 0.03%
1,721
+129
531
$536K 0.03%
+28,881
532
$535K 0.03%
23,591
-15,561
533
$533K 0.03%
10,394
-1,768
534
$532K 0.03%
38,702
+15,170
535
$531K 0.03%
+8,433
536
$531K 0.03%
14,070
+3,191
537
$529K 0.03%
17,250
+5,426
538
$529K 0.03%
4,873
+1,736
539
$528K 0.03%
55,107
+1,725
540
$527K 0.03%
14,595
+1,500
541
$526K 0.03%
+34,275
542
$523K 0.03%
6,416
-375
543
$516K 0.03%
6,195
+842
544
$514K 0.03%
4,233
-82
545
$513K 0.03%
1,329
-56
546
$509K 0.03%
9,994
-3,352
547
$509K 0.03%
5,145
+278
548
$508K 0.03%
50,150
+200
549
$507K 0.03%
1,246
-49
550
$505K 0.03%
7,407
+2,117
20 21
22
23 24