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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
126
$3.39M 0.18%
15,910
+3,337
127
$3.3M 0.18%
22,418
+9,021
128
$3.27M 0.18%
289,496
+68,065
129
$3.27M 0.17%
30,008
-1,642
130
$3.26M 0.17%
19,931
+2,139
131
$3.16M 0.17%
21,107
-1,541
132
$3.09M 0.17%
33,765
+14,218
133
$3.08M 0.16%
+48,750
134
$3.07M 0.16%
412,908
+70,785
135
$3.04M 0.16%
7,130
+362
136
$3.01M 0.16%
245,688
+10,298
137
$3M 0.16%
222,355
+20,025
138
$2.97M 0.16%
143,534
+27,176
139
$2.97M 0.16%
29,964
+14,463
140
$2.97M 0.16%
91,248
+5,886
141
$2.92M 0.16%
272,978
+95,627
142
$2.87M 0.15%
170,756
-1,434
143
$2.86M 0.15%
49,925
+210
144
$2.84M 0.15%
285,468
-15,955
145
$2.84M 0.15%
5,550
+791
146
$2.82M 0.15%
12,750
-1,187
147
$2.82M 0.15%
16,241
-4,534
148
$2.82M 0.15%
28,273
+7,768
149
$2.82M 0.15%
69,423
-3,603
150
$2.81M 0.15%
16,188
+11,921
4 5
6
7 8