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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
201
$2.07M 0.11%
148,817
-8,867
202
$2.07M 0.11%
83,817
+5,960
203
$2.07M 0.11%
49,267
+3,289
204
$2.06M 0.11%
28,411
+7,701
205
$2.05M 0.11%
43,895
+16,691
206
$2.05M 0.11%
21,040
-3,474
207
$2.03M 0.11%
22,194
-748
208
$2.02M 0.11%
66,577
-144
209
$2.02M 0.11%
21,572
-4,119
210
$1.97M 0.11%
93,021
-3,791
211
$1.97M 0.11%
161,305
-10,939
212
$1.95M 0.1%
25,248
+6,809
213
$1.95M 0.1%
16,590
-20
214
$1.93M 0.1%
26,241
+2,053
215
$1.93M 0.1%
40,466
+122
216
$1.92M 0.1%
56,559
+19,183
217
$1.9M 0.1%
23,818
-37
218
$1.89M 0.1%
80,920
+6,020
219
$1.88M 0.1%
63,793
-2,694
220
$1.87M 0.1%
17,014
+72
221
$1.87M 0.1%
12,977
+1,136
222
$1.84M 0.1%
38,842
+4,917
223
$1.84M 0.1%
57,849
+26,381
224
$1.82M 0.1%
45,103
+829
225
$1.8M 0.1%
282,547
-44,380
7 8
9
10 11