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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
676
$336K 0.02%
2,730
-30
677
$335K 0.02%
6,629
+471
678
$332K 0.02%
18,621
679
$332K 0.02%
6,676
-62
680
$330K 0.02%
2,502
-1,165
681
$330K 0.02%
2,545
-1,584
682
$328K 0.02%
+5,118
683
$328K 0.02%
+8,625
684
$327K 0.02%
1,200
-30
685
$326K 0.02%
19,675
+3,246
686
$325K 0.02%
2,491
-151
687
$325K 0.02%
2,022
-230
688
$325K 0.02%
7,827
-1,513
689
$325K 0.02%
515
-25
690
$323K 0.02%
4,683
+970
691
$322K 0.02%
13,671
+378
692
$321K 0.02%
+8,913
693
$321K 0.02%
+2,852
694
$320K 0.02%
+15,652
695
$318K 0.02%
8,068
-2,777
696
$317K 0.02%
890
-91
697
$317K 0.02%
2,604
698
$316K 0.02%
+18,500
699
$315K 0.02%
7,920
-800
700
$315K 0.02%
1,845
-86
26 27
28
29 30