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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
1001
– –
-23,475
1002
– –
-5,888
1003
– –
-2,574
1004
– –
-843
1005
– –
-12,500
1006
– –
-264,090
1007
– –
-14,846
1008
– –
-4,109
1009
– –
-16,040
1010
– –
-16,800
1011
– –
-3,918
1012
– –
-8,825
1013
– –
-10,070
1014
– –
-1,024
1015
– –
-1,940
1016
– –
-27,050
1017
– –
-6,115
1018
– –
-2,156
1019
– –
-1,593
1020
– –
-34,599
1021
– –
-53,125
1022
– –
-6,154
1023
– –
-9,960
1024
– –
-19,000
1025
– –
-961
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