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 primary_doc.xml 13F-HR LIVE false false false 0001800535 XXXXXXXX 03-31-2021 03-31-2021 false Investors Financial Group, LLC

9800 SHELARD PKWY SUITE 220 Plymouth MN 55441

13F HOLDINGS REPORT 028-19693 N Tyler Christenson 763-525-0001 /s/ Tyler Christenson Plymouth MN 04-09-2021 0 192 170949 false 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 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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 5736 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 18963 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 1155 3498 SH SOLE 3498 0 0 SPDR GOLD TR GOLD SHS 78463V107 1106 6917 SH SOLE 6917 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 4625 11669 SH SOLE 11669 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 273 8911 SH SOLE 8911 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 1103 34397 SH SOLE 34397 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 398 8092 SH SOLE 8092 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 359 9914 SH SOLE 9914 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 355 9095 SH SOLE 9095 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 982 17404 SH SOLE 17404 0 0 SPDR SER TR S&P DIVID ETF 78464A763 744 6299 SH SOLE 6299 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 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 8718 0 0 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 220 6904 SH SOLE 6904 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 317 3860 SH SOLE 3860 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 945 11151 SH SOLE 11151 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 618 2403 SH SOLE 2403 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 911 4914 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