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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
576
$458K 0.02%
18,180
+6,000
577
$458K 0.02%
26,646
+7
578
$457K 0.02%
7,860
+3,040
579
$455K 0.02%
1,107
+69
580
$454K 0.02%
2,286
+861
581
$453K 0.02%
4,786
-557
582
$452K 0.02%
39,952
+40
583
$452K 0.02%
4,845
+1,153
584
$447K 0.02%
1,891
+143
585
$447K 0.02%
+7,731
586
$446K 0.02%
284
+48
587
$446K 0.02%
34,805
+4,877
588
$444K 0.02%
220,800
+209,300
589
$444K 0.02%
12,533
+1,029
590
$443K 0.02%
23,982
-406
591
$443K 0.02%
1,478
-39
592
$441K 0.02%
10,398
-212
593
$439K 0.02%
1,211
+153
594
$439K 0.02%
15,018
+100
595
$439K 0.02%
7,209
+405
596
$435K 0.02%
+13,033
597
$434K 0.02%
18,835
+4,192
598
$434K 0.02%
+16,148
599
$428K 0.02%
35,912
+8,870
600
$427K 0.02%
41,183
-8,117
22 23
24
25 26