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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
601
$425K 0.02%
6,591
+674
602
$425K 0.02%
5,491
-186
603
$424K 0.02%
1,677
-216
604
$423K 0.02%
4,332
-541
605
$421K 0.02%
6,674
-147
606
$421K 0.02%
2,256
+671
607
$421K 0.02%
22,110
-2,534
608
$419K 0.02%
1,991
+19
609
$419K 0.02%
+8,068
610
$418K 0.02%
54,188
611
$417K 0.02%
5,129
+638
612
$415K 0.02%
17,060
-1,600
613
$415K 0.02%
11,886
+188
614
$412K 0.02%
14,795
-35,975
615
$412K 0.02%
+6,309
616
$412K 0.02%
7,911
+559
617
$411K 0.02%
4,876
+2
618
$410K 0.02%
5,404
-2,248
619
$410K 0.02%
1,337
+177
620
$407K 0.02%
8,771
+213
621
$406K 0.02%
7,924
-3,761
622
$403K 0.02%
+8,067
623
$401K 0.02%
2,329
-121
624
$401K 0.02%
4,304
625
$400K 0.02%
+1,314
23 24
25
26 27