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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
626
$398K 0.02%
9,984
+366
627
$397K 0.02%
+3,008
628
$397K 0.02%
27,300
629
$396K 0.02%
41,960
+350
630
$396K 0.02%
5,642
+35
631
$393K 0.02%
8,470
-1,890
632
$391K 0.02%
3,904
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633
$391K 0.02%
+13,535
634
$390K 0.02%
6,351
-58
635
$388K 0.02%
2,794
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636
$388K 0.02%
15,486
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637
$386K 0.02%
1,584
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638
$385K 0.02%
149
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639
$385K 0.02%
2,272
+571
640
$384K 0.02%
11,711
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641
$381K 0.02%
5,943
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$381K 0.02%
5,538
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$380K 0.02%
24,150
-13,450
644
$378K 0.02%
14,760
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645
$378K 0.02%
54,400
-700
646
$373K 0.02%
2,720
-4
647
$371K 0.02%
2,890
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648
$371K 0.02%
9,015
-1,035
649
$370K 0.02%
31,270
+1,667
650
$369K 0.02%
1,337
+17
24 25
26
27 28