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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
901
$190K 0.01%
38,000
-3,000
902
$187K 0.01%
17,442
-110
903
$179K 0.01%
16,375
+160
904
$175K 0.01%
+10,172
905
$175K 0.01%
13,668
906
$170K 0.01%
23,999
+2,490
907
$162K 0.01%
5,276
+778
908
$158K 0.01%
11,545
909
$156K 0.01%
13,314
-1,757
910
$146K 0.01%
+12,108
911
$143K 0.01%
23,870
912
$138K 0.01%
22,360
913
$131K 0.01%
5,712
+35
914
$130K 0.01%
+14,845
915
$129K 0.01%
12,608
916
$128K 0.01%
10,510
-3,032
917
$126K 0.01%
19,810
-1,000
918
$124K 0.01%
+16,113
919
$116K 0.01%
14,369
+247
920
$115K 0.01%
13,300
921
$109K 0.01%
15,612
+313
922
$99.1K 0.01%
+17,202
923
$98.6K 0.01%
13,373
+93
924
$96.9K 0.01%
11,456
+1,035
925
$96.5K 0.01%
55,155
+21,164
35 36
37
38 39