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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
851
$222K 0.01%
+2,204
852
$221K 0.01%
+6,946
853
$221K 0.01%
12,888
-1,500
854
$221K 0.01%
1,547
855
$220K 0.01%
+1,483
856
$218K 0.01%
2,159
-117
857
$218K 0.01%
4,968
-1,428
858
$217K 0.01%
37,561
+1,091
859
$217K 0.01%
+5,964
860
$217K 0.01%
+3,353
861
$216K 0.01%
+6,941
862
$216K 0.01%
+8,700
863
$216K 0.01%
2,711
-1,041
864
$216K 0.01%
23,787
-4,850
865
$215K 0.01%
24,171
+1,133
866
$214K 0.01%
4,494
-380
867
$213K 0.01%
2,156
-310
868
$213K 0.01%
2,037
-1,130
869
$213K 0.01%
+7,458
870
$212K 0.01%
+3,923
871
$210K 0.01%
9,854
+26
872
$210K 0.01%
+3,806
873
$210K 0.01%
5,750
874
$210K 0.01%
+4,370
875
$209K 0.01%
18,335
+2,747
33 34
35
36 37