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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
151
$2.81M 0.15%
31,446
+6,330
152
$2.81M 0.15%
55,647
+4,737
153
$2.79M 0.15%
12,804
+228
154
$2.78M 0.15%
47,581
+580
155
$2.77M 0.15%
9,330
+1,487
156
$2.77M 0.15%
15,366
+1,292
157
$2.74M 0.15%
12,163
+2,724
158
$2.72M 0.15%
72,443
-18,180
159
$2.7M 0.14%
178,142
+44,163
160
$2.7M 0.14%
80,251
-2,766
161
$2.69M 0.14%
80,541
162
$2.65M 0.14%
50,887
+22,512
163
$2.61M 0.14%
34,464
-2,172
164
$2.61M 0.14%
22,856
+4,904
165
$2.57M 0.14%
6,280
+4,722
166
$2.55M 0.14%
21,751
+744
167
$2.54M 0.14%
36,203
-22,852
168
$2.53M 0.14%
115,553
-21,692
169
$2.51M 0.13%
23,909
+3,231
170
$2.48M 0.13%
53,818
+7,139
171
$2.47M 0.13%
53,685
+2,250
172
$2.47M 0.13%
85,631
+4,308
173
$2.43M 0.13%
117,206
-2,283
174
$2.43M 0.13%
45,101
+435
175
$2.42M 0.13%
28,332
+25,476
5 6
7
8 9