0001085146-20-000299.txt : 20200127 0001085146-20-000299.hdr.sgml : 20200127 20200127171111 ACCESSION NUMBER: 0001085146-20-000299 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200127 DATE AS OF CHANGE: 20200127 EFFECTIVENESS DATE: 20200127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Investors Financial Group, LLC CENTRAL INDEX KEY: 0001800535 IRS NUMBER: 272553256 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19693 FILM NUMBER: 20550560 BUSINESS ADDRESS: STREET 1: 9800 SHELARD PKWY STREET 2: SUITE 220 CITY: PLYMOUTH STATE: MN ZIP: 55441 BUSINESS PHONE: 763-525-0001 MAIL ADDRESS: STREET 1: 9800 SHELARD PKWY STREET 2: SUITE 220 CITY: PLYMOUTH STATE: MN ZIP: 55441 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001800535 XXXXXXXX 12-31-2019 12-31-2019 false Investors Financial Group, LLC

9800 Shelard Pkwy Suite 220 Plymouth MN 55441

13F HOLDINGS REPORT 028-19693 N Ronald J Bickford 763-525-0001 /s/ Ronald J Bickford Plymouth MN 01-27-2020 0 134 122873 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 8246 46742 SH SOLE 0 0 46742 ABBOTT LABS COM 002824100 245 2815 SH SOLE 0 0 2815 ABBVIE INC COM 00287Y109 214 2418 SH SOLE 0 0 2418 ADOBE INC COM 00724F101 530 1606 SH SOLE 0 0 1606 ADVANCED MICRO DEVICES INC COM 007903107 234 5098 SH SOLE 0 0 5098 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 389 1836 SH SOLE 0 0 1836 ALPS ETF TR ALERIAN MLP 00162Q866 1510 177605 SH SOLE 0 0 177605 ALTRIA GROUP INC COM 02209S103 273 5475 SH SOLE 0 0 5475 AMAZON COM INC COM 023135106 554 300 SH SOLE 0 0 300 AMGEN INC COM 031162100 652 2705 SH SOLE 0 0 2705 ANTHEM INC COM 036752103 323 1068 SH SOLE 0 0 1068 APPLE INC COM 037833100 3784 12887 SH SOLE 0 0 12887 AT&T INC COM 00206R102 529 13540 SH SOLE 0 0 13540 BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2560 11301 SH SOLE 0 0 11301 BOEING CO COM 097023105 280 858 SH SOLE 0 0 858 CHEVRON CORP NEW COM 166764100 505 4187 SH SOLE 0 0 4187 CISCO SYS INC COM 17275R102 317 6616 SH SOLE 0 0 6616 COMCAST CORP NEW CL A 20030N101 203 4504 SH SOLE 0 0 4504 CONSOLIDATED COMM HLDGS INC COM 209034107 52 13356 SH SOLE 0 0 13356 CORTEVA INC COM 22052L104 2389 80806 SH SOLE 0 0 80806 CSX CORP COM 126408103 221 3052 SH SOLE 0 0 3052 DAKTRONICS INC COM 234264109 2120 348150 SH SOLE 0 0 348150 DISNEY WALT CO COM DISNEY 254687106 363 2507 SH SOLE 0 0 2507 DNP SELECT INCOME FD COM 23325P104 160 12505 SH SOLE 0 0 12505 DONALDSON INC COM 257651109 1950 33834 SH SOLE 0 0 33834 ECOLAB INC COM 278865100 718 3718 SH SOLE 0 0 3718 EXXON MOBIL CORP COM 30231G102 326 4672 SH SOLE 0 0 4672 EZCORP INC CL A NON VTG 302301106 70 10196 SH SOLE 0 0 10196 FASTENAL CO COM 311900104 554 15000 SH SOLE 0 0 15000 FIRST BUSEY CORP COM NEW 319383204 1866 67842 SH SOLE 0 0 67842 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 598 11536 SH SOLE 0 0 11536 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 1560 27611 SH SOLE 0 0 27611 FIRST TR VALUE LINE DIVID IN SHS 33734H106 703 19504 SH SOLE 0 0 19504 FITBIT INC CL A 33812L102 3018 459300 SH SOLE 0 0 459300 FORD MTR CO DEL COM 345370860 433 46567 SH SOLE 0 0 46567 FRANKLIN ETF TR LIBERTY SHRT ETF 353506108 501 5310 SH SOLE 0 0 5310 FS KKR CAPITAL CORP COM 302635107 103 16844 SH SOLE 0 0 16844 GENERAL ELECTRIC CO COM 369604103 713 63874 SH SOLE 0 0 63874 GENERAL MLS INC COM 370334104 560 10451 SH SOLE 0 0 10451 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 473 7312 SH SOLE 0 0 7312 GRACO INC COM 384109104 364 7006 SH SOLE 0 0 7006 GW PHARMACEUTICALS PLC ADS 36197T103 504 4821 SH SOLE 0 0 4821 HOME DEPOT INC COM 437076102 502 2297 SH SOLE 0 0 2297 HONEYWELL INTL INC COM 438516106 818 4620 SH SOLE 0 0 4620 HORMEL FOODS CORP COM 440452100 1172 25990 SH SOLE 0 0 25990 INTEL CORP COM 458140100 641 10706 SH SOLE 0 0 10706 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 261 2061 SH SOLE 0 0 2061 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 503 3967 SH SOLE 0 0 3967 INVESCO EXCHNG TRADED FD TR S&P ULTRA DIVIDE 46138G656 332 8413 SH SOLE 0 0 8413 INVESCO QQQ TR UNIT SER 1 46090E103 2369 11143 SH SOLE 0 0 11143 ISHARES INC CORE MSCI EMKT 46434G103 867 16125 SH SOLE 0 0 16125 ISHARES SILVER TRUST ISHARES 46428Q109 1008 60446 SH SOLE 0 0 60446 ISHARES TR 3 7 YR TREAS BD 464288661 202 1605 SH SOLE 0 0 1605 ISHARES TR BROAD USD HIGH 46435U853 238 5783 SH SOLE 0 0 5783 ISHARES TR CORE DIV GRWTH 46434V621 2841 67532 SH SOLE 0 0 67532 ISHARES TR CORE HIGH DV ETF 46429B663 1846 18824 SH SOLE 0 0 18824 ISHARES TR CORE S&P MCP ETF 464287507 1001 4863 SH SOLE 0 0 4863 ISHARES TR CORE S&P SCP ETF 464287804 1558 18586 SH SOLE 0 0 18586 ISHARES TR CORE S&P US GWT 464287671 841 12435 SH SOLE 0 0 12435 ISHARES TR CORE S&P US VLU 464287663 837 13288 SH SOLE 0 0 13288 ISHARES TR CORE S&P500 ETF 464287200 667 2063 SH SOLE 0 0 2063 ISHARES TR DOW JONES US ETF 464287846 243 1521 SH SOLE 0 0 1521 ISHARES TR IBOXX INV CP ETF 464287242 215 1681 SH SOLE 0 0 1681 ISHARES TR MBS ETF 464288588 422 3901 SH SOLE 0 0 3901 ISHARES TR MSCI EAFE ETF 464287465 799 11509 SH SOLE 0 0 11509 ISHARES TR MSCI EMG MKT ETF 464287234 467 10406 SH SOLE 0 0 10406 ISHARES TR MSCI MIN VOL ETF 46429B697 1599 24372 SH SOLE 0 0 24372 ISHARES TR NASDAQ BIOTECH 464287556 205 1700 SH SOLE 0 0 1700 ISHARES TR RUS 1000 GRW ETF 464287614 813 4622 SH SOLE 0 0 4622 ISHARES TR RUS 1000 VAL ETF 464287598 1034 7575 SH SOLE 0 0 7575 ISHARES TR RUSSELL 2000 ETF 464287655 1096 6615 SH SOLE 0 0 6615 ISHARES TR TIPS BD ETF 464287176 293 2517 SH SOLE 0 0 2517 ISHARES TR USA QUALITY FCTR 46432F339 640 6341 SH SOLE 0 0 6341 ISHARES US ETF TR SHT MAT BD ETF 46431W507 3868 76979 SH SOLE 0 0 76979 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 1182 23831 SH SOLE 0 0 23831 JOHNSON & JOHNSON COM 478160104 653 4477 SH SOLE 0 0 4477 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 702 32170 SH SOLE 0 0 32170 JPMORGAN CHASE & CO COM 46625H100 738 5295 SH SOLE 0 0 5295 MCDONALDS CORP COM 580135101 424 2146 SH SOLE 0 0 2146 MEDTRONIC PLC SHS G5960L103 2039 17974 SH SOLE 0 0 17974 MELINTA THERAPEUTICS INC COM NEW 58549G209 9 16439 SH SOLE 0 0 16439 MERCK & CO INC COM 58933Y105 478 5259 SH SOLE 0 0 5259 MICROSOFT CORP COM 594918104 1211 7681 SH SOLE 0 0 7681 MONDELEZ INTL INC CL A 609207105 240 4358 SH SOLE 0 0 4358 NEWLINK GENETICS CORP COM 651511107 390 154200 SH SOLE 0 0 154200 NEXTERA ENERGY INC COM 65339F101 216 894 SH SOLE 0 0 894 NIKE INC CL B 654106103 255 2518 SH SOLE 0 0 2518 NOKIA CORP SPONSORED ADR 654902204 1623 437334 SH SOLE 0 0 437334 NORFOLK SOUTHERN CORP COM 655844108 260 1338 SH SOLE 0 0 1338 ORACLE CORP COM 68389X105 213 4013 SH SOLE 0 0 4013 PACER FDS TR TRENDP US LAR CP 69374H105 366 10940 SH SOLE 0 0 10940 PAYCHEX INC COM 704326107 215 2529 SH SOLE 0 0 2529 PEPSICO INC COM 713448108 339 2478 SH SOLE 0 0 2478 PFIZER INC COM 717081103 524 13375 SH SOLE 0 0 13375 PIMCO ETF TR ACTIVE BD ETF 72201R775 682 6325 SH SOLE 0 0 6325 POLYMET MINING CORP COM 731916102 10 39350 SH SOLE 0 0 39350 PROCTER & GAMBLE CO COM 742718109 267 2139 SH SOLE 0 0 2139 PROSHARES TR SHORT S&P 500 NE 74347B425 240 10000 SH SOLE 0 0 10000 PROSHARES TR SHRT HGH YIELD 74347R131 247 12000 SH SOLE 0 0 12000 SALESFORCE COM INC COM 79466L302 323 1985 SH SOLE 0 0 1985 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 752 7387 SH SOLE 0 0 7387 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2000 64976 SH SOLE 0 0 64976 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 241 2955 SH SOLE 0 0 2955 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 345 5343 SH SOLE 0 0 5343 SIRIUS XM HLDGS INC COM 82968B103 164 22950 SH SOLE 0 0 22950 SPDR S&P 500 ETF TR TR UNIT 78462F103 2457 7633 SH SOLE 0 0 7633 SPDR SERIES TRUST BLOMBERG BRC INV 78468R200 380 12374 SH SOLE 0 0 12374 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 250 7084 SH SOLE 0 0 7084 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 1084 25859 SH SOLE 0 0 25859 SPDR SERIES TRUST S&P DIVID ETF 78464A763 1053 9790 SH SOLE 0 0 9790 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 611 12482 SH SOLE 0 0 12482 STARBUCKS CORP COM 855244109 339 3861 SH SOLE 0 0 3861 TARGET CORP COM 87612E106 876 6830 SH SOLE 0 0 6830 TJX COS INC NEW COM 872540109 349 5716 SH SOLE 0 0 5716 UNITEDHEALTH GROUP INC COM 91324P102 389 1322 SH SOLE 0 0 1322 US BANCORP DEL COM NEW 902973304 341 5751 SH SOLE 0 0 5751 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 349 4329 SH SOLE 0 0 4329 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 1204 14360 SH SOLE 0 0 14360 VANGUARD GROUP DIV APP ETF 921908844 1665 13354 SH SOLE 0 0 13354 VANGUARD INDEX FDS GROWTH ETF 922908736 406 2226 SH SOLE 0 0 2226 VANGUARD INDEX FDS LARGE CAP ETF 922908637 695 4704 SH SOLE 0 0 4704 VANGUARD INDEX FDS MID CAP ETF 922908629 286 1604 SH SOLE 0 0 1604 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1683 5689 SH SOLE 0 0 5689 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11418 69782 SH SOLE 0 0 69782 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 610 6676 SH SOLE 0 0 6676 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 235 2512 SH SOLE 0 0 2512 VANGUARD WORLD FD MEGA CAP INDEX 921910873 941 8420 SH SOLE 0 0 8420 VANGUARD WORLD FDS INF TECH ETF 92204A702 1807 7380 SH SOLE 0 0 7380 VERIZON COMMUNICATIONS INC COM 92343V104 645 10497 SH SOLE 0 0 10497 VISTA OUTDOOR INC COM 928377100 87 11664 SH SOLE 0 0 11664 WELLS FARGO CO NEW COM 949746101 1061 19716 SH SOLE 0 0 19716 WISDOMTREE TR US HIGH DIVIDEND 97717W208 246 3200 SH SOLE 0 0 3200 XCEL ENERGY INC COM 98389B100 1853 29188 SH SOLE 0 0 29188