0001085146-20-002527.txt : 20201014
0001085146-20-002527.hdr.sgml : 20201014
20201014124633
ACCESSION NUMBER: 0001085146-20-002527
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201014
DATE AS OF CHANGE: 20201014
EFFECTIVENESS DATE: 20201014
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: 201238654
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
09-30-2020
09-30-2020
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
10-13-2020
0
158
133716
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
7694
48031
SH
SOLE
48031
0
0
ABBOTT LABS
COM
002824100
285
2618
SH
SOLE
2618
0
0
ABBVIE INC
COM
00287Y109
682
7787
SH
SOLE
7787
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
793
1616
SH
SOLE
1616
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
529
6448
SH
SOLE
6448
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
302
1027
SH
SOLE
1027
0
0
ALPS ETF TR
ALERIAN MLP
00162Q452
673
33701
SH
SOLE
33701
0
0
AMAZON COM INC
COM
023135106
1713
544
SH
SOLE
544
0
0
AMGEN INC
COM
031162100
690
2713
SH
SOLE
2713
0
0
ANTHEM INC
COM
036752103
300
1118
SH
SOLE
1118
0
0
APPLE INC
COM
037833100
6304
54437
SH
SOLE
54437
0
0
AT&T INC
COM
00206R102
413
14492
SH
SOLE
14492
0
0
BAUSCH HEALTH COS INC
COM
071734107
378
24355
SH
SOLE
24355
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2802
13160
SH
SOLE
13160
0
0
BOEING CO
COM
097023105
519
3140
SH
SOLE
3140
0
0
CANOPY GROWTH CORP
COM
138035100
252
17607
SH
SOLE
17607
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
490
16037
SH
SOLE
16037
0
0
CHEVRON CORP NEW
COM
166764100
300
4171
SH
SOLE
4171
0
0
CISCO SYS INC
COM
17275R102
263
6688
SH
SOLE
6688
0
0
CLOUDERA INC
COM
18914U100
188
17230
SH
SOLE
17230
0
0
COCA COLA CO
COM
191216100
279
5649
SH
SOLE
5649
0
0
COMCAST CORP NEW
CL A
20030N101
205
4431
SH
SOLE
4431
0
0
CONSOLIDATED COMM HLDGS INC
COM
209034107
149
26229
SH
SOLE
26229
0
0
CORTEVA INC
COM
22052L104
2684
93147
SH
SOLE
93147
0
0
COSTCO WHSL CORP NEW
COM
22160K105
448
1262
SH
SOLE
1262
0
0
CSX CORP
COM
126408103
237
3055
SH
SOLE
3055
0
0
DAKTRONICS INC
COM
234264109
2114
533850
SH
SOLE
533850
0
0
DEERE & CO
COM
244199105
211
951
SH
SOLE
951
0
0
DISNEY WALT CO
COM DISNEY
254687106
836
6738
SH
SOLE
6738
0
0
DNP SELECT INCOME FD INC
COM
23325P104
124
12305
SH
SOLE
12305
0
0
DONALDSON INC
COM
257651109
1439
30995
SH
SOLE
30995
0
0
DRAFTKINGS INC
COM CL A
26142R104
229
3900
SH
SOLE
3900
0
0
DUPONT DE NEMOURS INC
COM
26614N102
731
13171
SH
SOLE
13171
0
0
ECOLAB INC
COM
278865100
595
2975
SH
SOLE
2975
0
0
EXXON MOBIL CORP
COM
30231G102
369
10753
SH
SOLE
10753
0
0
EZCORP INC
CL A NON VTG
302301106
51
10196
SH
SOLE
10196
0
0
FACEBOOK INC
CL A
30303M102
207
792
SH
SOLE
792
0
0
FIRST BUSEY CORP
COM NEW
319383204
968
60906
SH
SOLE
60906
0
0
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
33737J182
257
11882
SH
SOLE
11882
0
0
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
528
8345
SH
SOLE
8345
0
0
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
1141
22085
SH
SOLE
22085
0
0
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
1223
26214
SH
SOLE
26214
0
0
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
551
17512
SH
SOLE
17512
0
0
FITBIT INC
CL A
33812L102
70
10000
SH
SOLE
10000
0
0
FORD MTR CO DEL
COM
345370860
138
20739
SH
SOLE
20739
0
0
FORTRESS VALUE ACQUISITION C
COM CL A
34962V106
4236
311900
SH
SOLE
311900
0
0
FRANKLIN ETF TR
LIBERTY SHRT ETF
353506108
430
4491
SH
SOLE
4491
0
0
FS KKR CAP CORP II
COM
35952V303
152
10367
SH
SOLE
10367
0
0
GENERAL ELECTRIC CO
COM
369604103
206
33010
SH
SOLE
33010
0
0
GENERAL MLS INC
COM
370334104
647
10485
SH
SOLE
10485
0
0
GILEAD SCIENCES INC
COM
375558103
253
4011
SH
SOLE
4011
0
0
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
861
12646
SH
SOLE
12646
0
0
GRACO INC
COM
384109104
412
6712
SH
SOLE
6712
0
0
GW PHARMACEUTICALS PLC
ADS
36197T103
1001
10283
SH
SOLE
10283
0
0
HOME DEPOT INC
COM
437076102
632
2276
SH
SOLE
2276
0
0
HONEYWELL INTL INC
COM
438516106
752
4570
SH
SOLE
4570
0
0
HORMEL FOODS CORP
COM
440452100
1248
25527
SH
SOLE
25527
0
0
INOVIO PHARMACEUTICALS INC
COM NEW
45773H201
136
11760
SH
SOLE
11760
0
0
INTEL CORP
COM
458140100
549
10605
SH
SOLE
10605
0
0
INTERNATIONAL PAPER CO
COM
460146103
219
5401
SH
SOLE
5401
0
0
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
46090A804
908
15729
SH
SOLE
15729
0
0
INVESCO ACTIVELY MANAGED ETF
S&P500 DOWNSID
46090A705
341
10340
SH
SOLE
10340
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
562
3967
SH
SOLE
3967
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
3601
12959
SH
SOLE
12959
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
421
7980
SH
SOLE
7980
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
932
6225
SH
SOLE
6225
0
0
ISHARES TR
CORE US AGGBD ET
464287226
348
2947
SH
SOLE
2947
0
0
ISHARES TR
TIPS BD ETF
464287176
234
1852
SH
SOLE
1852
0
0
ISHARES TR
CORE S&P US GWT
464287671
1024
12801
SH
SOLE
12801
0
0
ISHARES TR
MSCI EAFE ETF
464287465
250
3923
SH
SOLE
3923
0
0
ISHARES TR
MBS ETF
464288588
402
3643
SH
SOLE
3643
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
953
13572
SH
SOLE
13572
0
0
ISHARES TR
DOW JONES US ETF
464287846
254
1521
SH
SOLE
1521
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
1172
18395
SH
SOLE
18395
0
0
ISHARES TR
CORE S&P US VLU
464287663
605
11145
SH
SOLE
11145
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
319
2390
SH
SOLE
2390
0
0
ISHARES TR
CORE S&P500 ETF
464287200
700
2084
SH
SOLE
2084
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
732
3949
SH
SOLE
3949
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
331
3945
SH
SOLE
3945
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
589
5677
SH
SOLE
5677
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
881
7459
SH
SOLE
7459
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
994
4583
SH
SOLE
4583
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
832
10336
SH
SOLE
10336
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
2001
50281
SH
SOLE
50281
0
0
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
2606
52000
SH
SOLE
52000
0
0
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
1855
36809
SH
SOLE
36809
0
0
JOHNSON & JOHNSON
COM
478160104
768
5160
SH
SOLE
5160
0
0
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
345
32000
SH
SOLE
32000
0
0
JPMORGAN CHASE & CO
COM
46625H100
383
3983
SH
SOLE
3983
0
0
LEXICON PHARMACEUTICALS INC
COM NEW
528872302
69
48100
SH
SOLE
48100
0
0
LILLY ELI & CO
COM
532457108
212
1434
SH
SOLE
1434
0
0
LOCKHEED MARTIN CORP
COM
539830109
202
526
SH
SOLE
526
0
0
LUMOS PHARMA INC
COM
55028X109
301
21766
SH
SOLE
21766
0
0
MATINAS BIOPHARMA HLDGS INC
COM
576810105
23
30000
SH
SOLE
30000
0
0
MCDONALDS CORP
COM
580135101
441
2008
SH
SOLE
2008
0
0
MEDTRONIC PLC
SHS
G5960L103
1880
18091
SH
SOLE
18091
0
0
MERCK & CO. INC
COM
58933Y105
679
8187
SH
SOLE
8187
0
0
MICROSOFT CORP
COM
594918104
1976
9393
SH
SOLE
9393
0
0
MONDELEZ INTL INC
CL A
609207105
400
6969
SH
SOLE
6969
0
0
NETFLIX INC
COM
64110L106
201
401
SH
SOLE
401
0
0
NEXTERA ENERGY INC
COM
65339F101
256
922
SH
SOLE
922
0
0
NIKE INC
CL B
654106103
341
2718
SH
SOLE
2718
0
0
NOKIA CORP
SPONSORED ADR
654902204
2027
518334
SH
SOLE
518334
0
0
NORFOLK SOUTHN CORP
COM
655844108
286
1338
SH
SOLE
1338
0
0
ORACLE CORP
COM
68389X105
249
4169
SH
SOLE
4169
0
0
PACER FDS TR
TRENDP US LAR CP
69374H105
652
22086
SH
SOLE
22086
0
0
PACER FDS TR
BNCHMRK INFRA
69374H741
564
15956
SH
SOLE
15956
0
0
PACER FDS TR
CFRA STVAL EQL
69374H691
417
15198
SH
SOLE
15198
0
0
PAYCHEX INC
COM
704326107
210
2635
SH
SOLE
2635
0
0
PEPSICO INC
COM
713448108
354
2552
SH
SOLE
2552
0
0
PFIZER INC
COM
717081103
605
16497
SH
SOLE
16497
0
0
PIMCO ETF TR
ACTIVE BD ETF
72201R775
959
8529
SH
SOLE
8529
0
0
PROCTER AND GAMBLE CO
COM
742718109
353
2543
SH
SOLE
2543
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
254
12500
SH
SOLE
12500
0
0
QORVO INC
COM
74736K101
206
1600
SH
SOLE
1600
0
0
SALESFORCE COM INC
COM
79466L302
1255
4992
SH
SOLE
4992
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
811
7685
SH
SOLE
7685
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
666
11216
SH
SOLE
11216
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
1134
47130
SH
SOLE
47130
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
229
2976
SH
SOLE
2976
0
0
SIRIUS XM HOLDINGS INC
COM
82968B103
102
18988
SH
SOLE
18988
0
0
SLACK TECHNOLOGIES INC
COM CL A
83088V102
209
7765
SH
SOLE
7765
0
0
SONOS INC
COM
83570H108
814
53600
SH
SOLE
53600
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
878
3162
SH
SOLE
3162
0
0
SPDR GOLD TR
GOLD SHS
78463V107
564
3182
SH
SOLE
3182
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2984
8912
SH
SOLE
8912
0
0
SPDR SER TR
PORTFOLI S&P1500
78464A805
280
6840
SH
SOLE
6840
0
0
SPDR SER TR
BLOMBERG BRC INV
78468R200
378
12374
SH
SOLE
12374
0
0
SPDR SER TR
PRTFLO S&P500 GW
78464A409
1544
30819
SH
SOLE
30819
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
631
13501
SH
SOLE
13501
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
562
6079
SH
SOLE
6079
0
0
SPDR SER TR
PORTFOLIO INTRMD
78464A375
323
8800
SH
SOLE
8800
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
616
12488
SH
SOLE
12488
0
0
STARBUCKS CORP
COM
855244109
511
5947
SH
SOLE
5947
0
0
TARGET CORP
COM
87612E106
985
6256
SH
SOLE
6256
0
0
TESLA INC
COM
88160R101
234
545
SH
SOLE
545
0
0
TJX COS INC NEW
COM
872540109
316
5673
SH
SOLE
5673
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
453
1453
SH
SOLE
1453
0
0
US BANCORP DEL
COM NEW
902973304
258
7206
SH
SOLE
7206
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
356
4287
SH
SOLE
4287
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1003
11367
SH
SOLE
11367
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
249
1414
SH
SOLE
1414
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
488
1585
SH
SOLE
1585
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
907
5799
SH
SOLE
5799
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
315
1384
SH
SOLE
1384
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
10881
63891
SH
SOLE
63891
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
303
2740
SH
SOLE
2740
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
300
2867
SH
SOLE
2867
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
455
4751
SH
SOLE
4751
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1975
15347
SH
SOLE
15347
0
0
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
766
6390
SH
SOLE
6390
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2414
7750
SH
SOLE
7750
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
980
16474
SH
SOLE
16474
0
0
VISA INC
COM CL A
92826C839
254
1271
SH
SOLE
1271
0
0
VISTA OUTDOOR INC
COM
928377100
235
11664
SH
SOLE
11664
0
0
WELLS FARGO CO NEW
COM
949746101
358
15237
SH
SOLE
15237
0
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
212
3385
SH
SOLE
3385
0
0
XCEL ENERGY INC
COM
98389B100
1980
28688
SH
SOLE
28688
0
0