We are live on ! Find out more
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
1
$83M 4.44%
1,675,900
+21,570
2
$79.8M 4.26%
414,255
+31,944
3
$53.4M 2.85%
141,939
+14,397
4
$47.8M 2.55%
116,639
+11,337
5
$43.4M 2.32%
285,783
+8,431
6
$34.1M 1.82%
71,673
+10,088
7
$27.9M 1.49%
112,419
-1,062
8
$27.1M 1.45%
114,427
+1,333
9
$23M 1.23%
206,330
+12,970
10
$20.9M 1.12%
43,831
+9,250
11
$17.4M 0.93%
872,392
+137,267
12
$17.3M 0.92%
122,641
+1,528
13
$17.1M 0.91%
130,281
-19,162
14
$15.6M 0.84%
373,204
-32,138
15
$15.2M 0.81%
292,568
+83,028
16
$15.2M 0.81%
23,003
+2,534
17
$14.6M 0.78%
152,014
+6,222
18
$12.8M 0.69%
231,265
+17,305
19
$12.4M 0.66%
21,307
+2,261
20
$11.1M 0.59%
79,511
+8,700
21
$11M 0.59%
229,626
+181,481
22
$10.6M 0.57%
212,907
+42,226
23
$10.4M 0.55%
200,833
+10,713
24
$9.86M 0.53%
51,583
+1,921
25
$9.66M 0.52%
97,703
+17,050
1
2 3 4 5