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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
876
$208K 0.01%
+1,589
877
$208K 0.01%
+10,074
878
$208K 0.01%
+8,000
879
$208K 0.01%
+5,253
880
$207K 0.01%
+3,435
881
$207K 0.01%
18,147
+265
882
$206K 0.01%
8,075
883
$206K 0.01%
+5,504
884
$206K 0.01%
4,129
-2,446
885
$206K 0.01%
+4,105
886
$206K 0.01%
910
-128
887
$206K 0.01%
+4,747
888
$205K 0.01%
+11,193
889
$204K 0.01%
+5,918
890
$204K 0.01%
+3,343
891
$204K 0.01%
+6,662
892
$204K 0.01%
+7,050
893
$203K 0.01%
+1,706
894
$202K 0.01%
+998
895
$202K 0.01%
2,416
-1,130
896
$201K 0.01%
+3,655
897
$200K 0.01%
+345
898
$197K 0.01%
+19,000
899
$192K 0.01%
58,995
-2,255
900
$190K 0.01%
12,400
34 35
36
37 38