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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
826
$237K 0.01%
3,572
+165
827
$237K 0.01%
+5,142
828
$237K 0.01%
2,266
-897
829
$237K 0.01%
+7,304
830
$235K 0.01%
+8,297
831
$235K 0.01%
4,178
-2,460
832
$234K 0.01%
906
+30
833
$234K 0.01%
+1,080
834
$234K 0.01%
7,400
-2,000
835
$234K 0.01%
2,569
+19
836
$234K 0.01%
+5,308
837
$232K 0.01%
10,489
-942
838
$231K 0.01%
2,413
-288
839
$231K 0.01%
+11,856
840
$230K 0.01%
4,811
-741
841
$229K 0.01%
18,461
+1,000
842
$229K 0.01%
21,814
+9,000
843
$229K 0.01%
+781
844
$228K 0.01%
8,230
-1,350
845
$227K 0.01%
4,974
-115
846
$226K 0.01%
1,459
-868
847
$225K 0.01%
20,433
-1,898
848
$224K 0.01%
+14,137
849
$223K 0.01%
+11,000
850
$223K 0.01%
+1,272
32 33
34
35 36