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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
76
$5.24M 0.28%
165,376
+31,500
77
$5.14M 0.27%
29,375
+1,597
78
$5.14M 0.27%
130,242
+21,199
79
$5.13M 0.27%
167,579
-1,252
80
$5.08M 0.27%
253,771
-44,763
81
$5.02M 0.27%
61,181
+29,960
82
$4.97M 0.27%
63,699
-3,003
83
$4.9M 0.26%
9,303
+710
84
$4.89M 0.26%
55,805
-2,004
85
$4.89M 0.26%
8,195
+1,996
86
$4.88M 0.26%
18,558
-2,957
87
$4.85M 0.26%
155,604
+8,884
88
$4.82M 0.26%
570,869
+11,891
89
$4.75M 0.25%
94,361
+35,410
90
$4.71M 0.25%
19,467
-761
91
$4.69M 0.25%
38,188
+20,136
92
$4.66M 0.25%
43,070
+19,354
93
$4.64M 0.25%
148,485
+122,740
94
$4.64M 0.25%
77,705
+13,311
95
$4.63M 0.25%
24,105
-5,700
96
$4.56M 0.24%
465,308
+371,118
97
$4.52M 0.24%
68,035
+8,896
98
$4.49M 0.24%
304,502
-3,828
99
$4.45M 0.24%
22,162
+6,044
100
$4.42M 0.24%
47,162
-926
2 3
4
5 6