0001085146-20-001046.txt : 20200409 0001085146-20-001046.hdr.sgml : 20200409 20200409091538 ACCESSION NUMBER: 0001085146-20-001046 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200409 DATE AS OF CHANGE: 20200409 EFFECTIVENESS DATE: 20200409 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: 20783320 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 03-31-2020 03-31-2020 false Investors Financial Group, LLC
9800 Shelard Pkwy Suite 220 Plymouth MN 55441
13F HOLDINGS REPORT 028-19693 N
Tyler Christenson CCO 763-525-0001 /s/ Tyler Christenson Plymouth MN 04-07-2020 0 124 99004
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 6442 47191 SH SOLE 0 0 47191 ABBVIE INC COM 00287Y109 318 4169 SH SOLE 0 0 4169 ADOBE INC COM 00724F101 516 1621 SH SOLE 0 0 1621 ADVANCED MICRO DEVICES INC COM 007903107 213 4673 SH SOLE 0 0 4673 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 346 1777 SH SOLE 0 0 1777 ALPS ETF TR ALERIAN MLP 00162Q866 579 168454 SH SOLE 0 0 168454 AMAZON COM INC COM 023135106 936 480 SH SOLE 0 0 480 AMGEN INC COM 031162100 558 2752 SH SOLE 0 0 2752 ANTHEM INC COM 036752103 242 1068 SH SOLE 0 0 1068 APPLE INC COM 037833100 3314 13034 SH SOLE 0 0 13034 AT&T INC COM 00206R102 358 12288 SH SOLE 0 0 12288 BAUSCH HEALTH COS INC COM 071734107 231 14901 SH SOLE 0 0 14901 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2362 12921 SH SOLE 0 0 12921 BOEING CO COM 097023105 346 2322 SH SOLE 0 0 2322 CISCO SYS INC COM 17275R102 251 6393 SH SOLE 0 0 6393 CONSOLIDATED COMM HLDGS INC COM 209034107 113 24729 SH SOLE 0 0 24729 CORTEVA INC COM 22052L104 2239 95258 SH SOLE 0 0 95258 COSTCO WHSL CORP NEW COM 22160K105 309 1084 SH SOLE 0 0 1084 DAKTRONICS INC COM 234264109 2955 599450 SH SOLE 0 0 599450 DISNEY WALT CO COM DISNEY 254687106 544 5630 SH SOLE 0 0 5630 DNP SELECT INCOME FD COM 23325P104 120 12305 SH SOLE 0 0 12305 DONALDSON INC COM 257651109 1286 33284 SH SOLE 0 0 33284 ECOLAB INC COM 278865100 453 2905 SH SOLE 0 0 2905 ERICSSON ADR B SEK 10 294821608 2071 255970 SH SOLE 0 0 255970 EZCORP INC CL A NON VTG 302301106 43 10196 SH SOLE 0 0 10196 FACEBOOK INC CL A 30303M102 206 1238 SH SOLE 0 0 1238 FIRST BUSEY CORP COM NEW 319383204 1114 65082 SH SOLE 0 0 65082 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 1024 27815 SH SOLE 0 0 27815 FITBIT INC CL A 33812L102 480 72000 SH SOLE 0 0 72000 FORD MTR CO DEL COM 345370860 112 23151 SH SOLE 0 0 23151 FRANKLIN ETF TR LIBERTY SHRT ETF 353506108 518 5464 SH SOLE 0 0 5464 FS KKR CAPITAL CORP COM 302635107 36 12032 SH SOLE 0 0 12032 GENERAL ELECTRIC CO COM 369604103 353 44439 SH SOLE 0 0 44439 GENERAL MLS INC COM 370334104 538 10187 SH SOLE 0 0 10187 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 637 12199 SH SOLE 0 0 12199 GRACO INC COM 384109104 266 5457 SH SOLE 0 0 5457 GW PHARMACEUTICALS PLC ADS 36197T103 642 7331 SH SOLE 0 0 7331 HOME DEPOT INC COM 437076102 423 2268 SH SOLE 0 0 2268 HONEYWELL INTL INC COM 438516106 626 4679 SH SOLE 0 0 4679 HORMEL FOODS CORP COM 440452100 1189 25490 SH SOLE 0 0 25490 INTEL CORP COM 458140100 586 10830 SH SOLE 0 0 10830 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 397 3967 SH SOLE 0 0 3967 INVESCO EXCHANGE-TRADED FD T S&P500 LOW VOL 46138E354 206 4393 SH SOLE 0 0 4393 INVESCO QQQ TR UNIT SER 1 46090E103 2290 12026 SH SOLE 0 0 12026 ISHARES INC CORE MSCI EMKT 46434G103 654 16166 SH SOLE 0 0 16166 ISHARES SILVER TRUST ISHARES 46428Q109 2078 159196 SH SOLE 0 0 159196 ISHARES TR 3 7 YR TREAS BD 464288661 204 1527 SH SOLE 0 0 1527 ISHARES TR CORE DIV GRWTH 46434V621 1610 49395 SH SOLE 0 0 49395 ISHARES TR CORE HIGH DV ETF 46429B663 1286 17978 SH SOLE 0 0 17978 ISHARES TR CORE S&P MCP ETF 464287507 641 4454 SH SOLE 0 0 4454 ISHARES TR CORE S&P SCP ETF 464287804 722 12876 SH SOLE 0 0 12876 ISHARES TR CORE S&P US GWT 464287671 664 11632 SH SOLE 0 0 11632 ISHARES TR CORE S&P US VLU 464287663 584 12647 SH SOLE 0 0 12647 ISHARES TR CORE S&P500 ETF 464287200 464 1795 SH SOLE 0 0 1795 ISHARES TR IBOXX INV CP ETF 464287242 208 1681 SH SOLE 0 0 1681 ISHARES TR MBS ETF 464288588 428 3872 SH SOLE 0 0 3872 ISHARES TR MSCI EMG MKT ETF 464287234 315 9242 SH SOLE 0 0 9242 ISHARES TR MSCI MIN VOL ETF 46429B697 1180 21843 SH SOLE 0 0 21843 ISHARES TR RUS 1000 GRW ETF 464287614 688 4568 SH SOLE 0 0 4568 ISHARES TR RUS 1000 VAL ETF 464287598 764 7704 SH SOLE 0 0 7704 ISHARES TR RUSSELL 2000 ETF 464287655 722 6308 SH SOLE 0 0 6308 ISHARES TR TIPS BD ETF 464287176 289 2455 SH SOLE 0 0 2455 ISHARES TR USA QUALITY FCTR 46432F339 497 6135 SH SOLE 0 0 6135 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 2962 61088 SH SOLE 0 0 61088 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 1042 21157 SH SOLE 0 0 21157 JOHNSON & JOHNSON COM 478160104 590 4502 SH SOLE 0 0 4502 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 289 32000 SH SOLE 0 0 32000 JPMORGAN CHASE & CO COM 46625H100 317 3518 SH SOLE 0 0 3518 LUMOS PHARMA INC COM 55028X109 529 62255 SH SOLE 0 0 62255 MCDONALDS CORP COM 580135101 342 2068 SH SOLE 0 0 2068 MEDTRONIC PLC SHS G5960L103 1634 18122 SH SOLE 0 0 18122 MERCK & CO. INC COM 58933Y105 493 6402 SH SOLE 0 0 6402 MICROSOFT CORP COM 594918104 1279 8110 SH SOLE 0 0 8110 MONDELEZ INTL INC CL A 609207105 298 5956 SH SOLE 0 0 5956 NEXTERA ENERGY INC COM 65339F101 225 936 SH SOLE 0 0 936 NIKE INC CL B 654106103 234 2828 SH SOLE 0 0 2828 NOKIA CORP SPONSORED ADR 654902204 1771 571234 SH SOLE 0 0 571234 ORACLE CORP COM 68389X105 219 4525 SH SOLE 0 0 4525 PACER FDS TR TRENDP US LAR CP 69374H105 1652 61177 SH SOLE 0 0 61177 PACER FDS TR TRENDP US MID CP 69374H204 780 27532 SH SOLE 0 0 27532 PACER FDS TR TRENDPILOT INTL 69374H683 573 24562 SH SOLE 0 0 24562 PEPSICO INC COM 713448108 311 2588 SH SOLE 0 0 2588 PFIZER INC COM 717081103 398 12185 SH SOLE 0 0 12185 PIMCO ETF TR ACTIVE BD ETF 72201R775 718 6761 SH SOLE 0 0 6761 POLYMET MINING CORP COM 731916102 7 29350 SH SOLE 0 0 29350 PROCTER & GAMBLE CO COM 742718109 250 2272 SH SOLE 0 0 2272 PROSHARES TR SHORT S&P 500 NE 74347B425 221 8000 SH SOLE 0 0 8000 PROSHARES TR SHRT HGH YIELD 74347R131 281 12250 SH SOLE 0 0 12250 PROSHARES TR II ULTA BLMBG 2017 74347W247 19 12000 SH SOLE 0 0 12000 SALESFORCE COM INC COM 79466L302 469 3255 SH SOLE 0 0 3255 SCYNEXIS INC COM 811292101 20 25000 SH SOLE 0 0 25000 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 625 7054 SH SOLE 0 0 7054 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1104 53048 SH SOLE 0 0 53048 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 285 5140 SH SOLE 0 0 5140 SHERWIN WILLIAMS CO COM 824348106 216 469 SH SOLE 0 0 469 SIRIUS XM HLDGS INC COM 82968B103 113 22950 SH SOLE 0 0 22950 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 333 1519 SH SOLE 0 0 1519 SPDR GOLD TRUST GOLD SHS 78463V107 211 1427 SH SOLE 0 0 1427 SPDR S&P 500 ETF TR TR UNIT 78462F103 1863 7229 SH SOLE 0 0 7229 SPDR SER TR BLOMBERG BRC INV 78468R200 380 12921 SH SOLE 0 0 12921 SPDR SER TR PORTFOLI S&P1500 78464A805 214 6790 SH SOLE 0 0 6790 SPDR SER TR PORTFOLIO INTRMD 78464A375 224 6599 SH SOLE 0 0 6599 SPDR SER TR PRTFLO S&P500 GW 78464A409 1090 30497 SH SOLE 0 0 30497 SPDR SER TR S&P DIVID ETF 78464A763 493 6179 SH SOLE 0 0 6179 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 572 11918 SH SOLE 0 0 11918 STARBUCKS CORP COM 855244109 327 4980 SH SOLE 0 0 4980 TARGET CORP COM 87612E106 582 6261 SH SOLE 0 0 6261 TJX COS INC NEW COM 872540109 271 5673 SH SOLE 0 0 5673 UNITEDHEALTH GROUP INC COM 91324P102 301 1208 SH SOLE 0 0 1208 UNITY BIOTECHNOLOGY INC COM 91381U101 92 15850 SH SOLE 0 0 15850 US BANCORP DEL COM NEW 902973304 248 7190 SH SOLE 0 0 7190 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 352 4286 SH SOLE 0 0 4286 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 979 11472 SH SOLE 0 0 11472 VANGUARD INDEX FDS LARGE CAP ETF 922908637 602 5084 SH SOLE 0 0 5084 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 361 1524 SH SOLE 0 0 1524 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9055 70241 SH SOLE 0 0 70241 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 496 5695 SH SOLE 0 0 5695 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1489 14400 SH SOLE 0 0 14400 VANGUARD WORLD FD MEGA CAP INDEX 921910873 752 8267 SH SOLE 0 0 8267 VANGUARD WORLD FDS INF TECH ETF 92204A702 1569 7402 SH SOLE 0 0 7402 VERIZON COMMUNICATIONS INC COM 92343V104 677 12604 SH SOLE 0 0 12604 VISTA OUTDOOR INC COM 928377100 103 11664 SH SOLE 0 0 11664 WELLS FARGO CO NEW COM 949746101 561 19561 SH SOLE 0 0 19561 XCEL ENERGY INC COM 98389B100 1755 29104 SH SOLE 0 0 29104