0001085146-21-002135.txt : 20210729
0001085146-21-002135.hdr.sgml : 20210729
20210729152141
ACCESSION NUMBER: 0001085146-21-002135
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210729
DATE AS OF CHANGE: 20210729
EFFECTIVENESS DATE: 20210729
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: 211126975
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
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false
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0001800535
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06-30-2021
06-30-2021
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
07-28-2021
0
203
186332
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INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
9915
49919
SH
SOLE
49919
0
0
ABBOTT LABS
COM
002824100
348
3001
SH
SOLE
3001
0
0
ABBVIE INC
COM
00287Y109
1104
9803
SH
SOLE
9803
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
952
1625
SH
SOLE
1625
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
903
9615
SH
SOLE
9615
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
951
4194
SH
SOLE
4194
0
0
ALPS ETF TR
ALERIAN MLP
00162Q452
1095
30064
SH
SOLE
30064
0
0
AMAZON COM INC
COM
023135106
1741
506
SH
SOLE
506
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
281
1041
SH
SOLE
1041
0
0
AMGEN INC
COM
031162100
667
2735
SH
SOLE
2735
0
0
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
119
13358
SH
SOLE
13358
0
0
ANTHEM INC
COM
036752103
427
1118
SH
SOLE
1118
0
0
APPLE INC
COM
037833100
7955
58080
SH
SOLE
58080
0
0
ARK ETF TR
FINTECH INNOVA
00214Q708
491
9066
SH
SOLE
9066
0
0
ARK ETF TR
INNOVATION ETF
00214Q104
261
1999
SH
SOLE
1999
0
0
AT&T INC
COM
00206R102
572
19868
SH
SOLE
19868
0
0
BANCO SANTANDER S.A.
ADR
05964H105
90
22977
SH
SOLE
22977
0
0
BAUSCH HEALTH COS INC
COM
071734107
443
15115
SH
SOLE
15115
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3641
13102
SH
SOLE
13102
0
0
BK OF AMERICA CORP
COM
060505104
484
11749
SH
SOLE
11749
0
0
BLACKROCK INC
COM
09247X101
234
267
SH
SOLE
267
0
0
BLACKROCK MUNIYIELD QUALITY
COM
09254E103
172
11600
SH
SOLE
11600
0
0
BOEING CO
COM
097023105
1015
4235
SH
SOLE
4235
0
0
BOSTON BEER INC
CL A
100557107
204
200
SH
SOLE
200
0
0
BRINKS CO
COM
109696104
217
2825
SH
SOLE
2825
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
222
3322
SH
SOLE
3322
0
0
BROADCOM INC
COM
11135F101
205
430
SH
SOLE
430
0
0
CANOPY GROWTH CORP
COM
138035100
341
14087
SH
SOLE
14087
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
1115
22947
SH
SOLE
22947
0
0
CASSAVA SCIENCES INC
COM
14817C107
521
6100
SH
SOLE
6100
0
0
CATERPILLAR INC
COM
149123101
550
2525
SH
SOLE
2525
0
0
CEMEX SAB DE CV
SPON ADR NEW
151290889
180
21375
SH
SOLE
21375
0
0
CHEVRON CORP NEW
COM
166764100
470
4491
SH
SOLE
4491
0
0
CISCO SYS INC
COM
17275R102
547
10312
SH
SOLE
10312
0
0
CLEVELAND-CLIFFS INC NEW
COM
185899101
341
15832
SH
SOLE
15832
0
0
COCA COLA CO
COM
191216100
331
6120
SH
SOLE
6120
0
0
COINBASE GLOBAL INC
COM CL A
19260Q107
631
2491
SH
SOLE
2491
0
0
COMCAST CORP NEW
CL A
20030N101
248
4341
SH
SOLE
4341
0
0
CONSOLIDATED COMM HLDGS INC
COM
209034107
140
15924
SH
SOLE
15924
0
0
CORBUS PHARMACEUTICALS HLDGS
COM
21833P103
18
10000
SH
SOLE
10000
0
0
CORTEVA INC
COM
22052L104
3911
88184
SH
SOLE
88184
0
0
COSTCO WHSL CORP NEW
COM
22160K105
728
1840
SH
SOLE
1840
0
0
DAKTRONICS INC
COM
234264109
312
47350
SH
SOLE
47350
0
0
DECARBONIZATION PLUS ACQU CO
COM CL A
242797108
3972
385300
SH
SOLE
385300
0
0
DEERE & CO
COM
244199105
329
932
SH
SOLE
932
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
363
8393
SH
SOLE
8393
0
0
DIGI INTL INC
COM
253798102
684
34030
SH
SOLE
34030
0
0
DISNEY WALT CO
COM
254687106
1157
6580
SH
SOLE
6580
0
0
DNP SELECT INCOME FD INC
COM
23325P104
129
12305
SH
SOLE
12305
0
0
DONALDSON INC
COM
257651109
1887
29703
SH
SOLE
29703
0
0
DRAFTKINGS INC
COM CL A
26142R104
549
10530
SH
SOLE
10530
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
256
2593
SH
SOLE
2593
0
0
DUPONT DE NEMOURS INC
COM
26614N102
1179
15224
SH
SOLE
15224
0
0
EATON CORP PLC
SHS
G29183103
273
1839
SH
SOLE
1839
0
0
ECOLAB INC
COM
278865100
650
3157
SH
SOLE
3157
0
0
EXXON MOBIL CORP
COM
30231G102
704
11155
SH
SOLE
11155
0
0
EZCORP INC
CL A NON VTG
302301106
61
10196
SH
SOLE
10196
0
0
FACEBOOK INC
CL A
30303M102
223
642
SH
SOLE
642
0
0
FIRST BUSEY CORP
COM NEW
319383204
1354
54906
SH
SOLE
54906
0
0
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
33739H101
746
31553
SH
SOLE
31553
0
0
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
588
7786
SH
SOLE
7786
0
0
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
262
1068
SH
SOLE
1068
0
0
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
1012
19874
SH
SOLE
19874
0
0
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
972
20228
SH
SOLE
20228
0
0
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
1158
21584
SH
SOLE
21584
0
0
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
1542
23492
SH
SOLE
23492
0
0
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
283
7107
SH
SOLE
7107
0
0
FORD MTR CO DEL
COM
345370860
476
32027
SH
SOLE
32027
0
0
FRANKLIN ETF TR
LIBERTY SHRT ETF
353506108
398
4193
SH
SOLE
4193
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
268
7215
SH
SOLE
7215
0
0
GENERAC HLDGS INC
COM
368736104
303
730
SH
SOLE
730
0
0
GENERAL ELECTRIC CO
COM
369604103
585
43459
SH
SOLE
43459
0
0
GENERAL MLS INC
COM
370334104
868
14252
SH
SOLE
14252
0
0
GENERAL MTRS CO
COM
37045V100
299
5059
SH
SOLE
5059
0
0
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
403
4690
SH
SOLE
4690
0
0
GRACO INC
COM
384109104
562
7422
SH
SOLE
7422
0
0
HOME DEPOT INC
COM
437076102
757
2373
SH
SOLE
2373
0
0
HONEYWELL INTL INC
COM
438516106
974
4440
SH
SOLE
4440
0
0
HORMEL FOODS CORP
COM
440452100
1252
26212
SH
SOLE
26212
0
0
HUNTINGTON BANCSHARES INC
COM
446150104
189
13220
SH
SOLE
13220
0
0
INTEL CORP
COM
458140100
591
10530
SH
SOLE
10530
0
0
INTERNATIONAL PAPER CO
COM
460146103
393
6410
SH
SOLE
6410
0
0
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
46138G631
430
12484
SH
SOLE
12484
0
0
INVESCO EXCHANGE TRADED FD T
DIVID ACHIEVEV
46137V506
375
10333
SH
SOLE
10333
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
448
2432
SH
SOLE
2432
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
4307
12152
SH
SOLE
12152
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
841
12547
SH
SOLE
12547
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
301
2304
SH
SOLE
2304
0
0
ISHARES TR
BROAD USD HIGH
46435U853
215
5157
SH
SOLE
5157
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
2101
41712
SH
SOLE
41712
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
213
2211
SH
SOLE
2211
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
569
7605
SH
SOLE
7605
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
1032
3842
SH
SOLE
3842
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
1688
14942
SH
SOLE
14942
0
0
ISHARES TR
CORE S&P TTL STK
464287150
477
4827
SH
SOLE
4827
0
0
ISHARES TR
CORE S&P US GWT
464287671
1198
11866
SH
SOLE
11866
0
0
ISHARES TR
CORE S&P US VLU
464287663
697
9685
SH
SOLE
9685
0
0
ISHARES TR
CORE S&P500 ETF
464287200
1105
2571
SH
SOLE
2571
0
0
ISHARES TR
DOW JONES US ETF
464287846
328
3042
SH
SOLE
3042
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
366
4152
SH
SOLE
4152
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
209
1862
SH
SOLE
1862
0
0
ISHARES TR
MBS ETF
464288588
464
4284
SH
SOLE
4284
0
0
ISHARES TR
MSCI EAFE ETF
464287465
469
5941
SH
SOLE
5941
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
1167
15849
SH
SOLE
15849
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
360
2711
SH
SOLE
2711
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1221
4498
SH
SOLE
4498
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
1100
6934
SH
SOLE
6934
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1893
8253
SH
SOLE
8253
0
0
ISHARES TR
SHORT TREAS BD
464288679
222
2013
SH
SOLE
2013
0
0
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
2426
48351
SH
SOLE
48351
0
0
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
1908
37995
SH
SOLE
37995
0
0
JAZZ INVESTMENTS I LTD
NOTE 1.875% 8/1
472145AB7
347
1956
PRN
SOLE
1956
0
0
JOHNSON & JOHNSON
COM
478160104
1875
11385
SH
SOLE
11385
0
0
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
629
32000
SH
SOLE
32000
0
0
JPMORGAN CHASE & CO
COM
46625H100
902
5799
SH
SOLE
5799
0
0
LILLY ELI & CO
COM
532457108
395
1723
SH
SOLE
1723
0
0
LUMOS PHARMA INC
COM
55028X109
296
29600
SH
SOLE
29600
0
0
MASCO CORP
COM
574599106
379
6440
SH
SOLE
6440
0
0
MATINAS BIOPHARMA HLDGS INC
COM
576810105
35
45000
SH
SOLE
45000
0
0
MCDONALDS CORP
COM
580135101
516
2234
SH
SOLE
2234
0
0
MCKESSON CORP
COM
58155Q103
390
2040
SH
SOLE
2040
0
0
MEDTRONIC PLC
SHS
G5960L103
2275
18330
SH
SOLE
18330
0
0
MERCK & CO INC
COM
58933Y105
804
10337
SH
SOLE
10337
0
0
MICRON TECHNOLOGY INC
COM
595112103
360
4234
SH
SOLE
4234
0
0
MICROSOFT CORP
COM
594918104
2931
10820
SH
SOLE
10820
0
0
MODINE MFG CO
COM
607828100
290
17500
SH
SOLE
17500
0
0
MONDELEZ INTL INC
CL A
609207105
315
5049
SH
SOLE
5049
0
0
MP MATERIALS CORP
COM CL A
553368101
1802
48900
SH
SOLE
48900
0
0
NETFLIX INC
COM
64110L106
207
391
SH
SOLE
391
0
0
NEXTERA ENERGY INC
COM
65339F101
260
3553
SH
SOLE
3553
0
0
NIKE INC
CL B
654106103
465
3013
SH
SOLE
3013
0
0
NOKIA CORP
SPONSORED ADR
654902204
181
33937
SH
SOLE
33937
0
0
NORFOLK SOUTHN CORP
COM
655844108
355
1338
SH
SOLE
1338
0
0
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
189
11000
SH
SOLE
11000
0
0
NVIDIA CORPORATION
COM
67066G104
348
435
SH
SOLE
435
0
0
ORACLE CORP
COM
68389X105
325
4175
SH
SOLE
4175
0
0
ORIGIN MATERIALS INC
COM
68622D106
534
65150
SH
SOLE
65150
0
0
PACER FDS TR
BNCHMRK INDSTR
69374H766
255
5918
SH
SOLE
5918
0
0
PACER FDS TR
BNCHMRK INFRA
69374H741
819
20296
SH
SOLE
20296
0
0
PACER FDS TR
TRENDP US LAR CP
69374H105
709
18859
SH
SOLE
18859
0
0
PACER FDS TR
TRENDPILOT US BD
69374H642
992
35787
SH
SOLE
35787
0
0
PALANTIR TECHNOLOGIES INC
CL A
69608A108
310
11772
SH
SOLE
11772
0
0
PAYCHEX INC
COM
704326107
269
2508
SH
SOLE
2508
0
0
PAYPAL HLDGS INC
COM
70450Y103
313
1075
SH
SOLE
1075
0
0
PEPSICO INC
COM
713448108
391
2637
SH
SOLE
2637
0
0
PFIZER INC
COM
717081103
777
19834
SH
SOLE
19834
0
0
PHILIP MORRIS INTL INC
COM
718172109
212
2134
SH
SOLE
2134
0
0
PIMCO ETF TR
ACTIVE BD ETF
72201R775
1057
9527
SH
SOLE
9527
0
0
PROCTER AND GAMBLE CO
COM
742718109
438
3244
SH
SOLE
3244
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
231
15000
SH
SOLE
15000
0
0
QORVO INC
COM
74736K101
223
1140
SH
SOLE
1140
0
0
QUALCOMM INC
COM
747525103
264
1846
SH
SOLE
1846
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
289
3388
SH
SOLE
3388
0
0
SALESFORCE COM INC
COM
79466L302
1847
7561
SH
SOLE
7561
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1926
52491
SH
SOLE
52491
0
0
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
250
5631
SH
SOLE
5631
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
908
7207
SH
SOLE
7207
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
293
2861
SH
SOLE
2861
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
498
7870
SH
SOLE
7870
0
0
SIRIUS XM HOLDINGS INC
COM
82968B103
114
17397
SH
SOLE
17397
0
0
SKYLINE CHAMPION CORPORATION
COM
830830105
267
5000
SH
SOLE
5000
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1187
3440
SH
SOLE
3440
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1308
7900
SH
SOLE
7900
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5276
12325
SH
SOLE
12325
0
0
SPDR SER TR
PORTFLI INTRMDIT
78464A672
356
10991
SH
SOLE
10991
0
0
SPDR SER TR
PORTFLI TIPS ETF
78464A656
753
24196
SH
SOLE
24196
0
0
SPDR SER TR
PORTFOLI S&P1500
78464A805
429
8092
SH
SOLE
8092
0
0
SPDR SER TR
PORTFOLIO INTRMD
78464A375
364
9914
SH
SOLE
9914
0
0
SPDR SER TR
PRTFLO S&P500 GW
78464A409
977
15510
SH
SOLE
15510
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
756
6180
SH
SOLE
6180
0
0
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
488
10548
SH
SOLE
10548
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
438
9058
SH
SOLE
9058
0
0
STAR PEAK CORP II
COM CL A
855179107
1819
183750
SH
SOLE
183750
0
0
STARBUCKS CORP
COM
855244109
608
5435
SH
SOLE
5435
0
0
TARGET CORP
COM
87612E106
1562
6460
SH
SOLE
6460
0
0
TESLA INC
COM
88160R101
318
468
SH
SOLE
468
0
0
TEXAS INSTRS INC
COM
882508104
286
1485
SH
SOLE
1485
0
0
TJX COS INC NEW
COM
872540109
580
8603
SH
SOLE
8603
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
622
1553
SH
SOLE
1553
0
0
US BANCORP DEL
COM NEW
902973304
499
8764
SH
SOLE
8764
0
0
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
227
6904
SH
SOLE
6904
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
313
3813
SH
SOLE
3813
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1232
14349
SH
SOLE
14349
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
869
3029
SH
SOLE
3029
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
991
4936
SH
SOLE
4936
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
521
2196
SH
SOLE
2196
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
348
3422
SH
SOLE
3422
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
990
2517
SH
SOLE
2517
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
430
2477
SH
SOLE
2477
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
586
2603
SH
SOLE
2603
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
13858
62194
SH
SOLE
62194
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
737
5364
SH
SOLE
5364
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
482
5067
SH
SOLE
5067
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2461
15900
SH
SOLE
15900
0
0
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
1242
8153
SH
SOLE
8153
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
3307
8292
SH
SOLE
8292
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1837
32788
SH
SOLE
32788
0
0
VISA INC
COM CL A
92826C839
333
1426
SH
SOLE
1426
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
259
4927
SH
SOLE
4927
0
0
WELLS FARGO CO NEW
COM
949746101
606
13373
SH
SOLE
13373
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
847
20124
SH
SOLE
20124
0
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
265
3385
SH
SOLE
3385
0
0
XCEL ENERGY INC
COM
98389B100
2034
30880
SH
SOLE
30880
0
0