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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
51
$6.57M 0.35%
180,134
-69,360
52
$6.49M 0.35%
58,164
-2,252
53
$6.48M 0.35%
243,835
+16,500
54
$6.39M 0.34%
44,176
-1,486
55
$6.33M 0.34%
168,022
+30,090
56
$6.24M 0.33%
300,960
+52,560
57
$6.21M 0.33%
106,291
-488
58
$6.2M 0.33%
43,675
+925
59
$6.19M 0.33%
36,318
+583
60
$6.19M 0.33%
56,182
+11,642
61
$6.08M 0.33%
57,755
+7,545
62
$5.95M 0.32%
1,048,936
+168,631
63
$5.93M 0.32%
187,867
+3,191
64
$5.83M 0.31%
22,377
+1,568
65
$5.83M 0.31%
177,775
+3,492
66
$5.79M 0.31%
34,017
+820
67
$5.77M 0.31%
42,338
+17,311
68
$5.76M 0.31%
359,205
+114,724
69
$5.75M 0.31%
15,256
+3,034
70
$5.63M 0.3%
36,359
-819
71
$5.6M 0.3%
106,888
+38,276
72
$5.39M 0.29%
100,190
+4,322
73
$5.33M 0.29%
36,172
+17,444
74
$5.26M 0.28%
123,603
+8,999
75
$5.24M 0.28%
93,770
+31,055
1 2
3
4 5