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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
701
$315K 0.02%
4,673
702
$315K 0.02%
+6,014
703
$314K 0.02%
7,618
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704
$314K 0.02%
5,430
+340
705
$313K 0.02%
8,458
+760
706
$312K 0.02%
+14,683
707
$312K 0.02%
11,672
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708
$311K 0.02%
3,000
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709
$310K 0.02%
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710
$309K 0.02%
8,200
711
$309K 0.02%
6,578
-1,007
712
$309K 0.02%
6,275
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8,583
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$308K 0.02%
+4,182
715
$306K 0.02%
6,068
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716
$304K 0.02%
57,650
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$304K 0.02%
13,483
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718
$304K 0.02%
2,612
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719
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720
$303K 0.02%
18,956
+1,101
721
$303K 0.02%
260
722
$301K 0.02%
6,953
-18,020
723
$300K 0.02%
3,186
-439
724
$299K 0.02%
26,135
-1,160
725
$299K 0.02%
2,391
-274
27 28
29
30 31