We are live on ! Find out more
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
926
$92.7K 0.01%
+11,171
927
$91.4K ﹤0.01%
11,400
928
$85.3K ﹤0.01%
1,822
-1,892
929
$77.1K ﹤0.01%
17,900
930
$72.3K ﹤0.01%
9,540
-2,610
931
$70.8K ﹤0.01%
+11,152
932
$70.5K ﹤0.01%
10,600
+150
933
$65.1K ﹤0.01%
10,700
934
$61.3K ﹤0.01%
+11,000
935
$59.8K ﹤0.01%
10,704
936
$59.4K ﹤0.01%
10,000
-1
937
$54K ﹤0.01%
11,200
938
$49.7K ﹤0.01%
14,534
-200
939
$40.8K ﹤0.01%
22,400
+2,500
940
$34.8K ﹤0.01%
688
-260
941
$24.9K ﹤0.01%
13,588
-4,650
942
$21.5K ﹤0.01%
20,250
+4,600
943
$21K ﹤0.01%
1,205
-8
944
$17.1K ﹤0.01%
1,000
-161
945
$14.5K ﹤0.01%
18,252
946
$11K ﹤0.01%
10,000
-2,035
947
$8.87K ﹤0.01%
10,900
948
$4.03K ﹤0.01%
10,600
949
$3.43K ﹤0.01%
+10,000
950
$2.64K ﹤0.01%
+60
36 37
38
39 40