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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
801
$251K 0.01%
+5,624
802
$250K 0.01%
598
-371
803
$250K 0.01%
9,541
+1,659
804
$249K 0.01%
+10,298
805
$248K 0.01%
12,363
806
$247K 0.01%
7,109
-257
807
$247K 0.01%
7,838
808
$246K 0.01%
+5,910
809
$246K 0.01%
16,447
810
$246K 0.01%
3,313
+350
811
$246K 0.01%
1,188
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812
$245K 0.01%
36,212
+22,508
813
$244K 0.01%
1,403
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814
$244K 0.01%
2,058
-102
815
$243K 0.01%
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816
$243K 0.01%
17,164
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817
$242K 0.01%
1,471
818
$242K 0.01%
16,000
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819
$242K 0.01%
+5,001
820
$242K 0.01%
16,000
821
$240K 0.01%
+2,220
822
$240K 0.01%
1,755
-570
823
$239K 0.01%
+8,352
824
$238K 0.01%
10,088
+595
825
$238K 0.01%
2,500
31 32
33
34 35