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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
176
$2.41M 0.13%
23,189
-50
177
$2.38M 0.13%
+20,835
178
$2.38M 0.13%
16,226
+867
179
$2.34M 0.13%
46,534
+2,378
180
$2.33M 0.12%
+30,813
181
$2.32M 0.12%
243,998
+27,124
182
$2.32M 0.12%
29,245
+24,870
183
$2.32M 0.12%
10,545
-142
184
$2.31M 0.12%
74,573
-42,000
185
$2.31M 0.12%
6,853
-90
186
$2.28M 0.12%
7,728
+1,150
187
$2.26M 0.12%
16,988
+414
188
$2.25M 0.12%
47,902
-13
189
$2.23M 0.12%
84,580
+1,329
190
$2.21M 0.12%
218,867
+13,917
191
$2.19M 0.12%
24,807
+2,836
192
$2.18M 0.12%
33,203
-113
193
$2.18M 0.12%
62,124
+4,500
194
$2.17M 0.12%
103,359
+6,027
195
$2.15M 0.12%
128,453
-27,358
196
$2.14M 0.11%
35,392
+743
197
$2.12M 0.11%
26,888
+2,693
198
$2.12M 0.11%
26,556
-2,713
199
$2.1M 0.11%
77,556
-220
200
$2.09M 0.11%
33,316
+2,551
6 7
8
9 10