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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
726
$299K 0.02%
+38,009
727
$298K 0.02%
7,443
-1,222
728
$297K 0.02%
634
+34
729
$296K 0.02%
+10,350
730
$294K 0.02%
2,557
-44
731
$293K 0.02%
2,419
+358
732
$292K 0.02%
3,365
+289
733
$291K 0.02%
2,395
+2
734
$291K 0.02%
2,596
+115
735
$290K 0.02%
3,453
-4,923
736
$288K 0.02%
+9,648
737
$287K 0.02%
+8,775
738
$285K 0.02%
18,983
+1,086
739
$285K 0.02%
11,548
-3,626
740
$284K 0.02%
3,995
-135
741
$283K 0.02%
22,494
-244
742
$283K 0.02%
2,978
+768
743
$283K 0.02%
4,709
744
$282K 0.02%
9,000
+1,000
745
$282K 0.02%
5,612
+322
746
$282K 0.02%
7,416
-1,972
747
$282K 0.02%
4,063
+128
748
$280K 0.02%
1,761
+116
749
$280K 0.02%
6,520
+205
750
$280K 0.02%
1,773
-23
28 29
30
31 32