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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
651
$368K 0.02%
15,251
-4,837
652
$363K 0.02%
5,346
+228
653
$362K 0.02%
767
+70
654
$361K 0.02%
3,984
+250
655
$358K 0.02%
8,513
+2,623
656
$358K 0.02%
46,568
+7,025
657
$357K 0.02%
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658
$355K 0.02%
17,094
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659
$355K 0.02%
6,752
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660
$354K 0.02%
7,750
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661
$353K 0.02%
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-576
662
$349K 0.02%
5,406
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663
$348K 0.02%
2,717
-12
664
$347K 0.02%
7,042
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665
$346K 0.02%
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666
$346K 0.02%
8,450
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$346K 0.02%
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19,403
-2,250
669
$344K 0.02%
3,814
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670
$344K 0.02%
6,149
-1,215
671
$341K 0.02%
17,020
672
$340K 0.02%
11,771
-2,075
673
$336K 0.02%
1,403
674
$336K 0.02%
2,869
+1,049
675
$336K 0.02%
21,058
+629
25 26
27
28 29