0001085146-20-001752.txt : 20200710 0001085146-20-001752.hdr.sgml : 20200710 20200710165352 ACCESSION NUMBER: 0001085146-20-001752 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200710 DATE AS OF CHANGE: 20200710 EFFECTIVENESS DATE: 20200710 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: 201023647 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 06-30-2020 06-30-2020 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 07-09-2020 0 149 121545 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE EZCORP INC CL A NON VTG 302301106 64 10196 SH SOLE 0 0 10196 NIKE INC CL B 654106103 277 2828 SH SOLE 0 0 2828 PROCTER AND GAMBLE CO COM 742718109 316 2646 SH SOLE 0 0 2646 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 607 10637 SH SOLE 0 0 10637 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 587 11853 SH SOLE 0 0 11853 SPDR SER TR PORTFOLI S&P1500 78464A805 258 6840 SH SOLE 0 0 6840 INTEL CORP COM 458140100 653 10911 SH SOLE 0 0 10911 MICROSOFT CORP COM 594918104 1872 9197 SH SOLE 0 0 9197 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 444 1567 SH SOLE 0 0 1567 CONSOLIDATED COMM HLDGS INC COM 209034107 167 24729 SH SOLE 0 0 24729 PFIZER INC COM 717081103 522 15969 SH SOLE 0 0 15969 ANTHEM INC COM 036752103 281 1068 SH SOLE 0 0 1068 US BANCORP DEL COM NEW 902973304 265 7205 SH SOLE 0 0 7205 GRACO INC COM 384109104 262 5457 SH SOLE 0 0 5457 BOEING CO COM 097023105 561 3061 SH SOLE 0 0 3061 ISHARES TR CORE S&P MCP ETF 464287507 795 4470 SH SOLE 0 0 4470 XCEL ENERGY INC COM 98389B100 1792 28677 SH SOLE 0 0 28677 SIRIUS XM HOLDINGS INC COM 82968B103 135 22950 SH SOLE 0 0 22950 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 358 4312 SH SOLE 0 0 4312 MONDELEZ INTL INC CL A 609207105 338 6606 SH SOLE 0 0 6606 ADOBE INC COM 00724F101 704 1618 SH SOLE 0 0 1618 SPDR SER TR PRTFLO S&P500 GW 78464A409 1382 30759 SH SOLE 0 0 30759 ABBVIE INC COM 00287Y109 712 7249 SH SOLE 0 0 7249 ECOLAB INC COM 278865100 584 2935 SH SOLE 0 0 2935 FIRST TR VALUE LINE DIVID IN SHS 33734H106 533 17576 SH SOLE 0 0 17576 ISHARES TR MSCI EAFE ETF 464287465 224 3685 SH SOLE 0 0 3685 POLYMET MNG CORP COM 731916102 12 29350 SH SOLE 0 0 29350 ISHARES TR DOW JONES US ETF 464287846 233 1521 SH SOLE 0 0 1521 AMAZON COM INC COM 023135106 1578 572 SH SOLE 0 0 572 LEXICON PHARMACEUTICALS INC COM NEW 528872302 31 15400 SH SOLE 0 0 15400 VANGUARD INDEX FDS MID CAP ETF 922908629 232 1414 SH SOLE 0 0 1414 CISCO SYS INC COM 17275R102 313 6722 SH SOLE 0 0 6722 COSTCO WHSL CORP NEW COM 22160K105 367 1210 SH SOLE 0 0 1210 CLOUDERA INC COM 18914U100 274 21560 SH SOLE 0 0 21560 FRANKLIN ETF TR LIBERTY SHRT ETF 353506108 574 5986 SH SOLE 0 0 5986 SALESFORCE COM INC COM 79466L302 1076 5744 SH SOLE 0 0 5744 DAKTRONICS INC COM 234264109 2246 516350 SH SOLE 0 0 516350 PAYCHEX INC COM 704326107 200 2646 SH SOLE 0 0 2646 PROSHARES TR SHORT S&P 500 NE 74347B425 224 10000 SH SOLE 0 0 10000 MCDONALDS CORP COM 580135101 362 1961 SH SOLE 0 0 1961 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 711 7106 SH SOLE 0 0 7106 HONEYWELL INTL INC COM 438516106 711 4920 SH SOLE 0 0 4920 PIMCO ETF TR ACTIVE BD ETF 72201R775 822 7368 SH SOLE 0 0 7368 VISTA OUTDOOR INC COM 928377100 169 11664 SH SOLE 0 0 11664 VANGUARD INDEX FDS GROWTH ETF 922908736 559 2764 SH SOLE 0 0 2764 SPDR SER TR S&P DIVID ETF 78464A763 564 6179 SH SOLE 0 0 6179 ISHARES TR CORE S&P US VLU 464287663 640 12256 SH SOLE 0 0 12256 SPDR SER TR PORTFOLIO INTRMD 78464A375 257 7027 SH SOLE 0 0 7027 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1770 15103 SH SOLE 0 0 15103 MATINAS BIOPHARMA HLDGS INC COM 576810105 8 10000 SH SOLE 0 0 10000 ADVANCED MICRO DEVICES INC COM 007903107 413 7848 SH SOLE 0 0 7848 PACER FDS TR CFRA STVAL EQL 69374H691 407 15691 SH SOLE 0 0 15691 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1200 51866 SH SOLE 0 0 51866 MERCK & CO. INC COM 58933Y105 529 6839 SH SOLE 0 0 6839 INVESCO QQQ TR UNIT SER 1 46090E103 3078 12433 SH SOLE 0 0 12433 ISHARES TR CORE S&P US GWT 464287671 798 11101 SH SOLE 0 0 11101 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2443 13687 SH SOLE 0 0 13687 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 3055 61090 SH SOLE 0 0 61090 GENERAL ELECTRIC CO COM 369604103 307 44925 SH SOLE 0 0 44925 NEXTERA ENERGY INC COM 65339F101 225 936 SH SOLE 0 0 936 HOME DEPOT INC COM 437076102 570 2276 SH SOLE 0 0 2276 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 237 1097 SH SOLE 0 0 1097 DISNEY WALT CO COM DISNEY 254687106 747 6701 SH SOLE 0 0 6701 CSX CORP COM 126408103 213 3054 SH SOLE 0 0 3054 SONOS INC COM 83570H108 155 10600 SH SOLE 0 0 10600 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 1256 24985 SH SOLE 0 0 24985 NORFOLK SOUTHERN CORP COM 655844108 235 1338 SH SOLE 0 0 1338 SPDR SER TR BLOMBERG BRC INV 78468R200 380 12474 SH SOLE 0 0 12474 VANGUARD INDEX FDS VALUE ETF 922908744 200 2013 SH SOLE 0 0 2013 PEPSICO INC COM 713448108 336 2539 SH SOLE 0 0 2539 ISHARES TR MSCI MIN VOL ETF 46429B697 1293 21327 SH SOLE 0 0 21327 VANGUARD INDEX FDS LARGE CAP ETF 922908637 811 5674 SH SOLE 0 0 5674 ISHARES TR USA QUALITY FCTR 46432F339 559 5829 SH SOLE 0 0 5829 ISHARES TR RUSSELL 2000 ETF 464287655 901 6293 SH SOLE 0 0 6293 JPMORGAN CHASE & CO COM 46625H100 355 3779 SH SOLE 0 0 3779 SCYNEXIS INC COM 811292101 19 25000 SH SOLE 0 0 25000 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 422 32000 SH SOLE 0 0 32000 ISHARES TR CORE HIGH DV ETF 46429B663 1451 17874 SH SOLE 0 0 17874 GILEAD SCIENCES INC COM 375558103 250 3248 SH SOLE 0 0 3248 COCA COLA CO COM 191216100 204 4565 SH SOLE 0 0 4565 GW PHARMACEUTICALS PLC ADS 36197T103 1020 8310 SH SOLE 0 0 8310 DUPONT DE NEMOURS INC COM 26614N102 393 7398 SH SOLE 0 0 7398 AMGEN INC COM 031162100 645 2734 SH SOLE 0 0 2734 SPDR S&P 500 ETF TR TR UNIT 78462F103 2777 9006 SH SOLE 0 0 9006 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 1179 25939 SH SOLE 0 0 25939 FIRST TR NASDAQ-100 TECH IND CAP STRENGTH ETF 33733E104 493 8436 SH SOLE 0 0 8436 NETFLIX INC COM 64110L106 201 441 SH SOLE 0 0 441 MEDTRONIC PLC SHS G5960L103 1597 17419 SH SOLE 0 0 17419 UNITEDHEALTH GROUP INC COM 91324P102 360 1222 SH SOLE 0 0 1222 ISHARES TR TIPS BD ETF 464287176 266 2161 SH SOLE 0 0 2161 VERIZON COMMUNICATIONS INC COM 92343V104 864 15674 SH SOLE 0 0 15674 FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 33737J182 249 11886 SH SOLE 0 0 11886 JOHNSON & JOHNSON COM 478160104 763 5424 SH SOLE 0 0 5424 VANGUARD WORLD FDS INF TECH ETF 92204A702 2156 7737 SH SOLE 0 0 7737 SPDR GOLD TR GOLD SHS 78463V107 336 2006 SH SOLE 0 0 2006 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 769 2981 SH SOLE 0 0 2981 NOKIA CORP SPONSORED ADR 654902204 2511 570734 SH SOLE 0 0 570734 UNITY BIOTECHNOLOGY INC COM 91381U101 96 11050 SH SOLE 0 0 11050 BAUSCH HEALTH COS INC COM 071734107 401 21921 SH SOLE 0 0 21921 CANOPY GROWTH CORP COM 138035100 277 17147 SH SOLE 0 0 17147 APPLE INC COM 037833100 4951 13572 SH SOLE 0 0 13572 ISHARES TR IBOXX INV CP ETF 464287242 203 1506 SH SOLE 0 0 1506 VANGUARD WORLD FD MEGA CAP INDEX 921910873 754 6890 SH SOLE 0 0 6890 PACER FDS TR TRENDP US LAR CP 69374H105 604 22228 SH SOLE 0 0 22228 DNP SELECT INCOME FD COM 23325P104 134 12305 SH SOLE 0 0 12305 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 496 5212 SH SOLE 0 0 5212 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10185 65070 SH SOLE 0 0 65070 ISHARES TR CORE S&P500 ETF 464287200 557 1799 SH SOLE 0 0 1799 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 319 5647 SH SOLE 0 0 5647 ABBOTT LABS COM 002824100 231 2527 SH SOLE 0 0 2527 ISHARES TR RUS 1000 GRW ETF 464287614 880 4583 SH SOLE 0 0 4583 DONALDSON INC COM 257651109 1492 32075 SH SOLE 0 0 32075 EXXON MOBIL CORP COM 30231G102 343 7681 SH SOLE 0 0 7681 VANGUARD INDEX FDS SM CP VAL ETF 922908611 300 2801 SH SOLE 0 0 2801 FACEBOOK INC CL A 30303M102 318 1399 SH SOLE 0 0 1399 PROSHARES TR SHRT HGH YIELD 74347R131 382 18250 SH SOLE 0 0 18250 ISHARES TR 3 7 YR TREAS BD 464288661 310 2316 SH SOLE 0 0 2316 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 514 3967 SH SOLE 0 0 3967 WISDOMTREE TR US QTLY DIV GRT 97717X669 338 7440 SH SOLE 0 0 7440 WELLS FARGO CO NEW COM 949746101 525 20500 SH SOLE 0 0 20500 ORACLE CORP COM 68389X105 250 4527 SH SOLE 0 0 4527 FITBIT INC CL A 33812L102 291 45000 SH SOLE 0 0 45000 FIRST BUSEY CORP COM NEW 319383204 1142 61256 SH SOLE 0 0 61256 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1170 22638 SH SOLE 0 0 22638 VISA INC COM CL A 92826C839 242 1255 SH SOLE 0 0 1255 GENERAL MLS INC COM 370334104 637 10325 SH SOLE 0 0 10325 ISHARES TR CORE US AGGBD ET 464287226 348 2947 SH SOLE 0 0 2947 3M CO COM 88579Y101 7449 47751 SH SOLE 0 0 47751 ISHARES TR RUS 1000 VAL ETF 464287598 854 7584 SH SOLE 0 0 7584 PACER FDS TR BNCHMRK INFRA 69374H741 562 15799 SH SOLE 0 0 15799 LUMOS PHARMA INC COM 55028X109 1901 115260 SH SOLE 0 0 115260 STARBUCKS CORP COM 855244109 507 6883 SH SOLE 0 0 6883 TJX COS INC NEW COM 872540109 287 5673 SH SOLE 0 0 5673 SPDR SER TR PORTFOLIO LN TSR 78464A664 282 6004 SH SOLE 0 0 6004 AT&T INC COM 00206R102 377 12479 SH SOLE 0 0 12479 FORD MTR CO DEL COM 345370860 130 21366 SH SOLE 0 0 21366 ISHARES TR MBS ETF 464288588 386 3486 SH SOLE 0 0 3486 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1012 11455 SH SOLE 0 0 11455 CHEVRON CORP NEW COM 166764100 227 2549 SH SOLE 0 0 2549 ISHARES TR CORE S&P SCP ETF 464287804 946 13856 SH SOLE 0 0 13856 TARGET CORP COM 87612E106 747 6228 SH SOLE 0 0 6228 ALPS ETF TR ALERIAN MLP 00162Q452 832 33695 SH SOLE 0 0 33695 ISHARES INC CORE MSCI EMKT 46434G103 750 15746 SH SOLE 0 0 15746 ISHARES TR CORE DIV GRWTH 46434V621 2283 60721 SH SOLE 0 0 60721 HORMEL FOODS CORP COM 440452100 1232 25527 SH SOLE 0 0 25527 LILLY ELI & CO COM 532457108 236 1438 SH SOLE 0 0 1438 SANGAMO THERAPEUTICS INC COM 800677106 99 11000 SH SOLE 0 0 11000 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 762 12168 SH SOLE 0 0 12168 CORTEVA INC COM 22052L104 2740 102261 SH SOLE 0 0 102261