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