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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
101
$4.34M 0.23%
57,775
+27,659
102
$4.32M 0.23%
28,980
-1,559
103
$4.15M 0.22%
231,146
+54,168
104
$4.02M 0.21%
25,627
-215
105
$3.95M 0.21%
65,216
+1,408
106
$3.9M 0.21%
48,765
+7,765
107
$3.84M 0.21%
258,195
+8,230
108
$3.84M 0.21%
73,895
+24,715
109
$3.78M 0.2%
50,227
+12,890
110
$3.78M 0.2%
61,421
+11,805
111
$3.71M 0.2%
186,379
+1,035
112
$3.69M 0.2%
56,640
-6,090
113
$3.68M 0.2%
51,101
+19,798
114
$3.67M 0.2%
83,518
+1,796
115
$3.63M 0.19%
35,128
+13,164
116
$3.62M 0.19%
40,112
-200
117
$3.62M 0.19%
70,002
+14,950
118
$3.62M 0.19%
37,655
+4,969
119
$3.57M 0.19%
21,044
+1,442
120
$3.56M 0.19%
83,721
+11,518
121
$3.55M 0.19%
100,502
-689
122
$3.52M 0.19%
22,284
+3,381
123
$3.47M 0.19%
32,310
-1,674
124
$3.44M 0.18%
70,600
-8,950
125
$3.4M 0.18%
203,776
+4,086
3 4
5
6 7