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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
551
$504K 0.03%
42,643
+77
552
$504K 0.03%
43,657
+19,625
553
$503K 0.03%
2,329
-171
554
$497K 0.03%
13,442
+1,186
555
$497K 0.03%
12,160
-584
556
$496K 0.03%
794
+221
557
$494K 0.03%
3,607
+654
558
$493K 0.03%
+3,744
559
$489K 0.03%
15,427
-699
560
$483K 0.03%
18,895
-800
561
$481K 0.03%
+8,881
562
$476K 0.03%
18,100
+8,500
563
$474K 0.03%
15,350
-1,455
564
$474K 0.03%
14,718
+1,095
565
$472K 0.03%
7,255
+1,070
566
$468K 0.03%
+8,150
567
$468K 0.03%
8,698
-1,190
568
$468K 0.03%
+2,095
569
$468K 0.03%
1,935
+89
570
$467K 0.03%
3,449
+525
571
$464K 0.02%
5,715
+839
572
$462K 0.02%
805
+88
573
$461K 0.02%
10,673
+1,077
574
$461K 0.02%
46,318
+6,922
575
$461K 0.02%
+34,700
21 22
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