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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
751
$278K 0.01%
41,787
+45
752
$278K 0.01%
+14,390
753
$278K 0.01%
+1,153
754
$278K 0.01%
+13,767
755
$276K 0.01%
+3,078
756
$276K 0.01%
9,025
+1,525
757
$275K 0.01%
6,450
758
$275K 0.01%
19,700
-6,450
759
$272K 0.01%
+1,711
760
$272K 0.01%
1,198
+10
761
$271K 0.01%
+1,939
762
$271K 0.01%
11,614
+1,153
763
$271K 0.01%
10,025
764
$270K 0.01%
2,181
765
$270K 0.01%
676
-159
766
$269K 0.01%
3,308
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767
$269K 0.01%
44,178
-970
768
$268K 0.01%
8,894
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769
$267K 0.01%
7,602
770
$267K 0.01%
5,423
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771
$266K 0.01%
5,839
-470
772
$265K 0.01%
1,971
-733
773
$265K 0.01%
17,663
774
$265K 0.01%
1,630
-300
775
$264K 0.01%
+5,426
29 30
31
32 33