0001085146-21-001181.txt : 20210414
0001085146-21-001181.hdr.sgml : 20210414
20210414131536
ACCESSION NUMBER: 0001085146-21-001181
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210414
DATE AS OF CHANGE: 20210414
EFFECTIVENESS DATE: 20210414
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: 21825211
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
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03-31-2021
03-31-2021
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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
04-09-2021
0
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INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
9592
49781
SH
SOLE
49781
0
0
ABBOTT LABS
COM
002824100
355
2959
SH
SOLE
2959
0
0
ABBVIE INC
COM
00287Y109
1037
9583
SH
SOLE
9583
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
773
1627
SH
SOLE
1627
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
710
9050
SH
SOLE
9050
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
446
1969
SH
SOLE
1969
0
0
ALPS ETF TR
ALERIAN MLP
00162Q452
917
30060
SH
SOLE
30060
0
0
ALTRIA GROUP INC
COM
02209S103
255
4988
SH
SOLE
4988
0
0
AMAZON COM INC
COM
023135106
1612
521
SH
SOLE
521
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
210
878
SH
SOLE
878
0
0
AMGEN INC
COM
031162100
680
2734
SH
SOLE
2734
0
0
ANTHEM INC
COM
036752103
401
1118
SH
SOLE
1118
0
0
APPLE INC
COM
037833100
6919
56645
SH
SOLE
56645
0
0
ARK ETF TR
FINTECH INNOVA
00214Q708
481
9416
SH
SOLE
9416
0
0
ARK ETF TR
INNOVATION ETF
00214Q104
233
1943
SH
SOLE
1943
0
0
AT&T INC
COM
00206R102
641
21191
SH
SOLE
21191
0
0
BAUSCH HEALTH COS INC
COM
071734107
496
15615
SH
SOLE
15615
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3393
13282
SH
SOLE
13282
0
0
BK OF AMERICA CORP
COM
060505104
447
11545
SH
SOLE
11545
0
0
BLACKROCK INC
COM
09247X101
225
298
SH
SOLE
298
0
0
BLACKROCK MUNIYIELD QUALITY
COM
09254E103
165
11600
SH
SOLE
11600
0
0
BOEING CO
COM
097023105
1082
4247
SH
SOLE
4247
0
0
BOSTON BEER INC
CL A
100557107
241
200
SH
SOLE
200
0
0
BRINKS CO
COM
109696104
212
2675
SH
SOLE
2675
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
248
3925
SH
SOLE
3925
0
0
BROADCOM INC
COM
11135F101
202
436
SH
SOLE
436
0
0
CANOPY GROWTH CORP
COM
138035100
448
13987
SH
SOLE
13987
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
945
22387
SH
SOLE
22387
0
0
CASSAVA SCIENCES INC
COM
14817C107
288
6400
SH
SOLE
6400
0
0
CATERPILLAR INC
COM
149123101
476
2054
SH
SOLE
2054
0
0
CEMEX SAB DE CV
SPON ADR NEW
151290889
125
17925
SH
SOLE
17925
0
0
CHEVRON CORP NEW
COM
166764100
427
4074
SH
SOLE
4074
0
0
CISCO SYS INC
COM
17275R102
515
9964
SH
SOLE
9964
0
0
COCA COLA CO
COM
191216100
322
6109
SH
SOLE
6109
0
0
COMCAST CORP NEW
CL A
20030N101
235
4351
SH
SOLE
4351
0
0
CONSOLIDATED COMM HLDGS INC
COM
209034107
129
17924
SH
SOLE
17924
0
0
CORBUS PHARMACEUTICALS HLDGS
COM
21833P103
20
10000
SH
SOLE
10000
0
0
CORTEVA INC
COM
22052L104
3812
81777
SH
SOLE
81777
0
0
COSTCO WHSL CORP NEW
COM
22160K105
624
1770
SH
SOLE
1770
0
0
CSX CORP
COM
126408103
201
2085
SH
SOLE
2085
0
0
DAKTRONICS INC
COM
234264109
548
87350
SH
SOLE
87350
0
0
DECARBONIZATION PLUS ACQU CO
COM CL A
242797108
3409
325000
SH
SOLE
325000
0
0
DEERE & CO
COM
244199105
349
932
SH
SOLE
932
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
413
8555
SH
SOLE
8555
0
0
DIGI INTL INC
COM
253798102
560
29490
SH
SOLE
29490
0
0
DISNEY WALT CO
COM
254687106
1240
6718
SH
SOLE
6718
0
0
DNP SELECT INCOME FD INC
COM
23325P104
122
12305
SH
SOLE
12305
0
0
DONALDSON INC
COM
257651109
1742
29951
SH
SOLE
29951
0
0
DRAFTKINGS INC
COM CL A
26142R104
435
7100
SH
SOLE
7100
0
0
DUPONT DE NEMOURS INC
COM
26614N102
1168
15112
SH
SOLE
15112
0
0
EATON CORP PLC
SHS
G29183103
239
1730
SH
SOLE
1730
0
0
ECOLAB INC
COM
278865100
676
3156
SH
SOLE
3156
0
0
EXXON MOBIL CORP
COM
30231G102
599
10728
SH
SOLE
10728
0
0
EZCORP INC
CL A NON VTG
302301106
51
10196
SH
SOLE
10196
0
0
FACEBOOK INC
CL A
30303M102
239
812
SH
SOLE
812
0
0
FIRST BUSEY CORP
COM NEW
319383204
1408
54906
SH
SOLE
54906
0
0
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
33739H101
629
30016
SH
SOLE
30016
0
0
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
544
7687
SH
SOLE
7687
0
0
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
232
1063
SH
SOLE
1063
0
0
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
1011
19793
SH
SOLE
19793
0
0
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
1628
25572
SH
SOLE
25572
0
0
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
268
7057
SH
SOLE
7057
0
0
FORD MTR CO DEL
COM
345370860
257
20943
SH
SOLE
20943
0
0
FRANKLIN ETF TR
LIBERTY SHRT ETF
353506108
399
4193
SH
SOLE
4193
0
0
GENERAC HLDGS INC
COM
368736104
221
675
SH
SOLE
675
0
0
GENERAL ELECTRIC CO
COM
369604103
426
32420
SH
SOLE
32420
0
0
GENERAL MLS INC
COM
370334104
853
13905
SH
SOLE
13905
0
0
GENERAL MTRS CO
COM
37045V100
214
3719
SH
SOLE
3719
0
0
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
747
9439
SH
SOLE
9439
0
0
GRACO INC
COM
384109104
502
7013
SH
SOLE
7013
0
0
GW PHARMACEUTICALS PLC
ADS
36197T103
1636
7541
SH
SOLE
7541
0
0
HOME DEPOT INC
COM
437076102
749
2454
SH
SOLE
2454
0
0
HONEYWELL INTL INC
COM
438516106
933
4297
SH
SOLE
4297
0
0
HORMEL FOODS CORP
COM
440452100
1220
25530
SH
SOLE
25530
0
0
INTEL CORP
COM
458140100
693
10827
SH
SOLE
10827
0
0
INTERNATIONAL PAPER CO
COM
460146103
346
6403
SH
SOLE
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0
0
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
46090A804
263
4703
SH
SOLE
4703
0
0
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
46138G631
435
13657
SH
SOLE
13657
0
0
INVESCO EXCHANGE TRADED FD T
DIVID ACHIEVEV
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325
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SH
SOLE
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0
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
400
2432
SH
SOLE
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0
INVESCO QQQ TR
UNIT SER 1
46090E103
3824
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SH
SOLE
11983
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0
ISHARES INC
CORE MSCI EMKT
46434G103
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SH
SOLE
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0
ISHARES TR
3 7 YR TREAS BD
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299
2304
SH
SOLE
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0
0
ISHARES TR
CORE DIV GRWTH
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SH
SOLE
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0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
209
2208
SH
SOLE
2208
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
312
4326
SH
SOLE
4326
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
1014
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SH
SOLE
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0
0
ISHARES TR
CORE S&P SCP ETF
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14838
SH
SOLE
14838
0
0
ISHARES TR
CORE S&P TTL STK
464287150
364
3973
SH
SOLE
3973
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0
ISHARES TR
CORE S&P US GWT
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SH
SOLE
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0
0
ISHARES TR
CORE S&P US VLU
464287663
654
9486
SH
SOLE
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0
0
ISHARES TR
CORE S&P500 ETF
464287200
1001
2517
SH
SOLE
2517
0
0
ISHARES TR
DOW JONES US ETF
464287846
304
3042
SH
SOLE
3042
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
431
4948
SH
SOLE
4948
0
0
ISHARES TR
MBS ETF
464288588
432
3988
SH
SOLE
3988
0
0
ISHARES TR
MSCI EAFE ETF
464287465
383
5050
SH
SOLE
5050
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
1103
15948
SH
SOLE
15948
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
305
2507
SH
SOLE
2507
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1093
4498
SH
SOLE
4498
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
1093
7214
SH
SOLE
7214
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1686
7633
SH
SOLE
7633
0
0
ISHARES TR
SHORT TREAS BD
464288679
222
2013
SH
SOLE
2013
0
0
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
2465
49104
SH
SOLE
49104
0
0
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
2059
41025
SH
SOLE
41025
0
0
JOHNSON & JOHNSON
COM
478160104
1768
10760
SH
SOLE
10760
0
0
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
531
32000
SH
SOLE
32000
0
0
JPMORGAN CHASE & CO
COM
46625H100
863
5672
SH
SOLE
5672
0
0
LILLY ELI & CO
COM
532457108
309
1655
SH
SOLE
1655
0
0
LOCKHEED MARTIN CORP
COM
539830109
208
562
SH
SOLE
562
0
0
LUMOS PHARMA INC
COM
55028X109
342
29200
SH
SOLE
29200
0
0
MARRIOTT INTL INC NEW
CL A
571903202
224
1515
SH
SOLE
1515
0
0
MASCO CORP
COM
574599106
326
5450
SH
SOLE
5450
0
0
MATINAS BIOPHARMA HLDGS INC
COM
576810105
47
45000
SH
SOLE
45000
0
0
MCDONALDS CORP
COM
580135101
501
2233
SH
SOLE
2233
0
0
MCKESSON CORP
COM
58155Q103
365
1870
SH
SOLE
1870
0
0
MEDTRONIC PLC
SHS
G5960L103
2087
17666
SH
SOLE
17666
0
0
MERCK & CO. INC
COM
58933Y105
804
10431
SH
SOLE
10431
0
0
MICRON TECHNOLOGY INC
COM
595112103
308
3495
SH
SOLE
3495
0
0
MICROSOFT CORP
COM
594918104
2543
10788
SH
SOLE
10788
0
0
MODINE MFG CO
COM
607828100
197
13350
SH
SOLE
13350
0
0
MONDELEZ INTL INC
CL A
609207105
540
9225
SH
SOLE
9225
0
0
MP MATERIALS CORP
COM CL A
553368101
1844
51300
SH
SOLE
51300
0
0
NETFLIX INC
COM
64110L106
204
391
SH
SOLE
391
0
0
NEXTERA ENERGY INC
COM
65339F101
261
3455
SH
SOLE
3455
0
0
NIKE INC
CL B
654106103
400
3012
SH
SOLE
3012
0
0
NOKIA CORP
SPONSORED ADR
654902204
2021
510437
SH
SOLE
510437
0
0
NORFOLK SOUTHN CORP
COM
655844108
359
1338
SH
SOLE
1338
0
0
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
178
11000
SH
SOLE
11000
0
0
ORACLE CORP
COM
68389X105
293
4173
SH
SOLE
4173
0
0
PACER FDS TR
BNCHMRK INDSTR
69374H766
223
5736
SH
SOLE
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0
0
PACER FDS TR
BNCHMRK INFRA
69374H741
714
19714
SH
SOLE
19714
0
0
PACER FDS TR
TRENDP US LAR CP
69374H105
659
18963
SH
SOLE
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0
0
PACER FDS TR
TRENDPILOT US BD
69374H642
929
34070
SH
SOLE
34070
0
0
PALANTIR TECHNOLOGIES INC
CL A
69608A108
201
8625
SH
SOLE
8625
0
0
PAYCHEX INC
COM
704326107
248
2528
SH
SOLE
2528
0
0
PAYPAL HLDGS INC
COM
70450Y103
257
1059
SH
SOLE
1059
0
0
PEPSICO INC
COM
713448108
374
2642
SH
SOLE
2642
0
0
PFIZER INC
COM
717081103
696
19209
SH
SOLE
19209
0
0
PHILIP MORRIS INTL INC
COM
718172109
203
2292
SH
SOLE
2292
0
0
PIMCO ETF TR
ACTIVE BD ETF
72201R775
1012
9244
SH
SOLE
9244
0
0
PROCTER AND GAMBLE CO
COM
742718109
415
3064
SH
SOLE
3064
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
251
15000
SH
SOLE
15000
0
0
QORVO INC
COM
74736K101
231
1265
SH
SOLE
1265
0
0
QUALCOMM INC
COM
747525103
243
1829
SH
SOLE
1829
0
0
SALESFORCE COM INC
COM
79466L302
1497
7068
SH
SOLE
7068
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
941
8058
SH
SOLE
8058
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
1732
50876
SH
SOLE
50876
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
283
2870
SH
SOLE
2870
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
540
8425
SH
SOLE
8425
0
0
SIRIUS XM HOLDINGS INC
COM
82968B103
106
17397
SH
SOLE
17397
0
0
SKYLINE CHAMPION CORPORATION
COM
830830105
226
5000
SH
SOLE
5000
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
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3498
SH
SOLE
3498
0
0
SPDR GOLD TR
GOLD SHS
78463V107
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6917
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SOLE
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0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
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11669
SH
SOLE
11669
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0
SPDR SER TR
BLOMBERG BRC INV
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8911
SH
SOLE
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0
SPDR SER TR
PORTFLI INTRMDIT
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1103
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SH
SOLE
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0
0
SPDR SER TR
PORTFOLI S&P1500
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398
8092
SH
SOLE
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SPDR SER TR
PORTFOLIO INTRMD
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9914
SH
SOLE
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0
0
SPDR SER TR
PORTFOLIO LN TSR
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355
9095
SH
SOLE
9095
0
0
SPDR SER TR
PRTFLO S&P500 GW
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SH
SOLE
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0
0
SPDR SER TR
S&P DIVID ETF
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SH
SOLE
6299
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
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563
11670
SH
SOLE
11670
0
0
STARBUCKS CORP
COM
855244109
607
5556
SH
SOLE
5556
0
0
TARGET CORP
COM
87612E106
1306
6593
SH
SOLE
6593
0
0
TCF FINL CORP
COM
872307103
205
4403
SH
SOLE
4403
0
0
TESLA INC
COM
88160R101
342
512
SH
SOLE
512
0
0
TEXAS INSTRS INC
COM
882508104
282
1492
SH
SOLE
1492
0
0
TJX COS INC NEW
COM
872540109
375
5673
SH
SOLE
5673
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
562
1511
SH
SOLE
1511
0
0
US BANCORP DEL
COM NEW
902973304
482
8718
SH
SOLE
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VANGUARD BD INDEX FDS
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VANGUARD INDEX FDS
GROWTH ETF
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618
2403
SH
SOLE
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0
0
VANGUARD INDEX FDS
LARGE CAP ETF
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911
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SH
SOLE
4914
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
476
2152
SH
SOLE
2152
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
791
2173
SH
SOLE
2173
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
413
2495
SH
SOLE
2495
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
460
2150
SH
SOLE
2150
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
13176
63749
SH
SOLE
63749
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
542
4122
SH
SOLE
4122
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
410
4402
SH
SOLE
4402
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2373
16131
SH
SOLE
16131
0
0
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
1043
7435
SH
SOLE
7435
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2969
8283
SH
SOLE
8283
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1553
26708
SH
SOLE
26708
0
0
VISA INC
COM CL A
92826C839
290
1372
SH
SOLE
1372
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
251
4576
SH
SOLE
4576
0
0
WELLS FARGO CO NEW
COM
949746101
630
16118
SH
SOLE
16118
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
711
17477
SH
SOLE
17477
0
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
258
3385
SH
SOLE
3385
0
0
XCEL ENERGY INC
COM
98389B100
2048
30798
SH
SOLE
30798
0
0