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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
776
$264K 0.01%
+2,620
777
$264K 0.01%
+10,342
778
$263K 0.01%
10,568
-640
779
$263K 0.01%
7,574
780
$263K 0.01%
+12,860
781
$263K 0.01%
28,900
782
$263K 0.01%
+326
783
$262K 0.01%
+12,566
784
$262K 0.01%
+1,636
785
$262K 0.01%
12,400
-213
786
$261K 0.01%
1,921
-427
787
$261K 0.01%
11,455
-4,287
788
$260K 0.01%
3,443
+139
789
$259K 0.01%
+8,897
790
$259K 0.01%
+9,024
791
$259K 0.01%
+3,728
792
$258K 0.01%
7,239
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793
$258K 0.01%
+1,531
794
$258K 0.01%
10,811
+804
795
$258K 0.01%
2,552
+50
796
$257K 0.01%
2,126
+16
797
$256K 0.01%
6,197
+372
798
$255K 0.01%
13,151
+1,093
799
$253K 0.01%
+2,965
800
$252K 0.01%
+6,160
30 31
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