0001085146-21-000153.txt : 20210119
0001085146-21-000153.hdr.sgml : 20210119
20210115195652
ACCESSION NUMBER: 0001085146-21-000153
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210119
DATE AS OF CHANGE: 20210115
EFFECTIVENESS DATE: 20210119
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: 21533510
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
12-31-2020
12-31-2020
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
01-15-2021
0
164
151362
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
8557
48958
SH
SOLE
48958
0
0
ABBOTT LABS
COM
002824100
307
2808
SH
SOLE
2808
0
0
ABBVIE INC
COM
00287Y109
810
7555
SH
SOLE
7555
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
814
1627
SH
SOLE
1627
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
688
7500
SH
SOLE
7500
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
270
1159
SH
SOLE
1159
0
0
ALPS ETF TR
ALERIAN MLP
00162Q452
770
29991
SH
SOLE
29991
0
0
AMAZON COM INC
COM
023135106
1817
558
SH
SOLE
558
0
0
AMGEN INC
COM
031162100
629
2734
SH
SOLE
2734
0
0
ANTHEM INC
COM
036752103
359
1118
SH
SOLE
1118
0
0
APPLE INC
COM
037833100
7345
55355
SH
SOLE
55355
0
0
ARK ETF TR
FINTECH INNOVA
00214Q708
311
6247
SH
SOLE
6247
0
0
AT&T INC
COM
00206R102
486
16897
SH
SOLE
16897
0
0
BAUSCH HEALTH COS INC
COM
071734107
345
16580
SH
SOLE
16580
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3029
13064
SH
SOLE
13064
0
0
BLACKROCK INC
COM
09247X101
222
307
SH
SOLE
307
0
0
BOEING CO
COM
097023105
599
2797
SH
SOLE
2797
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
209
3366
SH
SOLE
3366
0
0
CANOPY GROWTH CORP
COM
138035100
355
14426
SH
SOLE
14426
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
639
16942
SH
SOLE
16942
0
0
CASSAVA SCIENCES INC
COM
14817C107
595
87250
SH
SOLE
87250
0
0
CATERPILLAR INC
COM
149123101
211
1158
SH
SOLE
1158
0
0
CHEVRON CORP NEW
COM
166764100
355
4203
SH
SOLE
4203
0
0
CISCO SYS INC
COM
17275R102
279
6224
SH
SOLE
6224
0
0
CLOUDERA INC
COM
18914U100
209
15005
SH
SOLE
15005
0
0
COCA COLA CO
COM
191216100
348
6351
SH
SOLE
6351
0
0
COMCAST CORP NEW
CL A
20030N101
216
4114
SH
SOLE
4114
0
0
CONSOLIDATED COMM HLDGS INC
COM
209034107
97
19924
SH
SOLE
19924
0
0
CORBUS PHARMACEUTICALS HLDGS
COM
21833P103
13
10000
SH
SOLE
10000
0
0
CORTEVA INC
COM
22052L104
3568
92153
SH
SOLE
92153
0
0
COSTCO WHSL CORP NEW
COM
22160K105
441
1170
SH
SOLE
1170
0
0
DAKTRONICS INC
COM
234264109
2585
552350
SH
SOLE
552350
0
0
DEERE & CO
COM
244199105
251
931
SH
SOLE
931
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
298
7400
SH
SOLE
7400
0
0
DIGI INTL INC
COM
253798102
264
13950
SH
SOLE
13950
0
0
DISNEY WALT CO
COM
254687106
1174
6482
SH
SOLE
6482
0
0
DNP SELECT INCOME FD INC
COM
23325P104
126
12305
SH
SOLE
12305
0
0
DONALDSON INC
COM
257651109
1656
29630
SH
SOLE
29630
0
0
DRAFTKINGS INC
COM CL A
26142R104
282
6050
SH
SOLE
6050
0
0
DUPONT DE NEMOURS INC
COM
26614N102
981
13801
SH
SOLE
13801
0
0
EATON CORP PLC
SHS
G29183103
208
1730
SH
SOLE
1730
0
0
ECOLAB INC
COM
278865100
648
2996
SH
SOLE
2996
0
0
EXXON MOBIL CORP
COM
30231G102
409
9933
SH
SOLE
9933
0
0
EZCORP INC
CL A NON VTG
302301106
49
10196
SH
SOLE
10196
0
0
FACEBOOK INC
CL A
30303M102
222
812
SH
SOLE
812
0
0
FIRST BUSEY CORP
COM NEW
319383204
1248
57906
SH
SOLE
57906
0
0
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
588
8704
SH
SOLE
8704
0
0
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
267
1258
SH
SOLE
1258
0
0
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
1185
23013
SH
SOLE
23013
0
0
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
1413
25719
SH
SOLE
25719
0
0
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
639
18220
SH
SOLE
18220
0
0
FORD MTR CO DEL
COM
345370860
185
21093
SH
SOLE
21093
0
0
FRANKLIN ETF TR
LIBERTY SHRT ETF
353506108
430
4491
SH
SOLE
4491
0
0
GENERAL ELECTRIC CO
COM
369604103
348
32267
SH
SOLE
32267
0
0
GENERAL MLS INC
COM
370334104
717
12192
SH
SOLE
12192
0
0
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
943
12457
SH
SOLE
12457
0
0
GRACO INC
COM
384109104
486
6712
SH
SOLE
6712
0
0
GW PHARMACEUTICALS PLC
ADS
36197T103
940
8141
SH
SOLE
8141
0
0
HOME DEPOT INC
COM
437076102
637
2396
SH
SOLE
2396
0
0
HONEYWELL INTL INC
COM
438516106
954
4484
SH
SOLE
4484
0
0
HORMEL FOODS CORP
COM
440452100
1190
25527
SH
SOLE
25527
0
0
INTEL CORP
COM
458140100
529
10627
SH
SOLE
10627
0
0
INVESCO ACTIVELY MANAGED ETF
S&P500 DOWNSID
46090A705
356
10762
SH
SOLE
10762
0
0
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
46090A804
999
17326
SH
SOLE
17326
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
641
3932
SH
SOLE
3932
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
4144
13207
SH
SOLE
13207
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
679
10937
SH
SOLE
10937
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
333
2503
SH
SOLE
2503
0
0
ISHARES TR
CORE DIV GRWTH
46434V621
2521
56257
SH
SOLE
56257
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
324
4694
SH
SOLE
4694
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
859
3736
SH
SOLE
3736
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
1308
14237
SH
SOLE
14237
0
0
ISHARES TR
CORE S&P TTL STK
464287150
247
2863
SH
SOLE
2863
0
0
ISHARES TR
CORE S&P US GWT
464287671
1068
12042
SH
SOLE
12042
0
0
ISHARES TR
CORE S&P US VLU
464287663
601
9671
SH
SOLE
9671
0
0
ISHARES TR
CORE S&P500 ETF
464287200
854
2275
SH
SOLE
2275
0
0
ISHARES TR
CORE US AGGBD ET
464287226
366
3098
SH
SOLE
3098
0
0
ISHARES TR
DOW JONES US ETF
464287846
287
3042
SH
SOLE
3042
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
432
4944
SH
SOLE
4944
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
201
1732
SH
SOLE
1732
0
0
ISHARES TR
MBS ETF
464288588
422
3835
SH
SOLE
3835
0
0
ISHARES TR
MSCI EAFE ETF
464287465
353
4835
SH
SOLE
4835
0
0
ISHARES TR
MSCI USA MIN VOL
46429B697
1133
16690
SH
SOLE
16690
0
0
ISHARES TR
MSCI USA QLT FCT
46432F339
524
4505
SH
SOLE
4505
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1087
4508
SH
SOLE
4508
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
1006
7355
SH
SOLE
7355
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1460
7448
SH
SOLE
7448
0
0
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
2443
48692
SH
SOLE
48692
0
0
JANUS DETROIT STR TR
HENDRSN SHRT ETF
47103U886
2137
42341
SH
SOLE
42341
0
0
JOHNSON & JOHNSON
COM
478160104
1476
9378
SH
SOLE
9378
0
0
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
444
32000
SH
SOLE
32000
0
0
JPMORGAN CHASE & CO
COM
46625H100
537
4226
SH
SOLE
4226
0
0
LEXICON PHARMACEUTICALS INC
COM NEW
528872302
49
14400
SH
SOLE
14400
0
0
LILLY ELI & CO
COM
532457108
256
1517
SH
SOLE
1517
0
0
LUMOS PHARMA INC
COM
55028X109
650
18200
SH
SOLE
18200
0
0
MATINAS BIOPHARMA HLDGS INC
COM
576810105
41
30000
SH
SOLE
30000
0
0
MCDONALDS CORP
COM
580135101
443
2064
SH
SOLE
2064
0
0
MCKESSON CORP
COM
58155Q103
289
1660
SH
SOLE
1660
0
0
MEDTRONIC PLC
SHS
G5960L103
2107
17983
SH
SOLE
17983
0
0
MERCK & CO. INC
COM
58933Y105
791
9668
SH
SOLE
9668
0
0
MICRON TECHNOLOGY INC
COM
595112103
263
3495
SH
SOLE
3495
0
0
MICROSOFT CORP
COM
594918104
2232
10034
SH
SOLE
10034
0
0
MONDELEZ INTL INC
CL A
609207105
446
7626
SH
SOLE
7626
0
0
NETFLIX INC
COM
64110L106
217
401
SH
SOLE
401
0
0
NEXTERA ENERGY INC
COM
65339F101
308
3996
SH
SOLE
3996
0
0
NIKE INC
CL B
654106103
426
3012
SH
SOLE
3012
0
0
NOKIA CORP
SPONSORED ADR
654902204
2445
625387
SH
SOLE
625387
0
0
NORFOLK SOUTHN CORP
COM
655844108
318
1338
SH
SOLE
1338
0
0
ORACLE CORP
COM
68389X105
270
4171
SH
SOLE
4171
0
0
PACER FDS TR
BNCHMRK INFRA
69374H741
599
16705
SH
SOLE
16705
0
0
PACER FDS TR
CFRA STVAL EQL
69374H691
473
14873
SH
SOLE
14873
0
0
PACER FDS TR
TRENDP US LAR CP
69374H105
708
21624
SH
SOLE
21624
0
0
PAYCHEX INC
COM
704326107
256
2743
SH
SOLE
2743
0
0
PEPSICO INC
COM
713448108
364
2452
SH
SOLE
2452
0
0
PFIZER INC
COM
717081103
647
17586
SH
SOLE
17586
0
0
PIMCO ETF TR
ACTIVE BD ETF
72201R775
980
8663
SH
SOLE
8663
0
0
PROCTER AND GAMBLE CO
COM
742718109
380
2729
SH
SOLE
2729
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
539
30000
SH
SOLE
30000
0
0
QORVO INC
COM
74736K101
241
1450
SH
SOLE
1450
0
0
SALESFORCE COM INC
COM
79466L302
1267
5693
SH
SOLE
5693
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
932
8216
SH
SOLE
8216
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
1327
45020
SH
SOLE
45020
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
247
2792
SH
SOLE
2792
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1129
18011
SH
SOLE
18011
0
0
SIRIUS XM HOLDINGS INC
COM
82968B103
124
19497
SH
SOLE
19497
0
0
SONOS INC
COM
83570H108
257
11000
SH
SOLE
11000
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1039
3398
SH
SOLE
3398
0
0
SPDR GOLD TR
GOLD SHS
78463V107
940
5271
SH
SOLE
5271
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4442
11881
SH
SOLE
11881
0
0
SPDR SER TR
BLOMBERG BRC INV
78468R200
380
12411
SH
SOLE
12411
0
0
SPDR SER TR
PORTFOLI S&P1500
78464A805
370
8037
SH
SOLE
8037
0
0
SPDR SER TR
PORTFOLIO INTRMD
78464A375
354
9514
SH
SOLE
9514
0
0
SPDR SER TR
PORTFOLIO LN TSR
78464A664
851
18854
SH
SOLE
18854
0
0
SPDR SER TR
PRTFLO S&P500 GW
78464A409
1598
28910
SH
SOLE
28910
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
667
6299
SH
SOLE
6299
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
554
11250
SH
SOLE
11250
0
0
STARBUCKS CORP
COM
855244109
660
6168
SH
SOLE
6168
0
0
TARGET CORP
COM
87612E106
1105
6258
SH
SOLE
6258
0
0
TESLA INC
COM
88160R101
367
520
SH
SOLE
520
0
0
TEXAS INSTRS INC
COM
882508104
248
1510
SH
SOLE
1510
0
0
TJX COS INC NEW
COM
872540109
387
5673
SH
SOLE
5673
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
484
1380
SH
SOLE
1380
0
0
US BANCORP DEL
COM NEW
902973304
342
7348
SH
SOLE
7348
0
0
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
219
6813
SH
SOLE
6813
0
0
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
418
5045
SH
SOLE
5045
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1116
12654
SH
SOLE
12654
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
767
3028
SH
SOLE
3028
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1031
5869
SH
SOLE
5869
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
375
1812
SH
SOLE
1812
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
617
1794
SH
SOLE
1794
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
390
2743
SH
SOLE
2743
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
312
1604
SH
SOLE
1604
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
12286
63121
SH
SOLE
63121
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
448
3764
SH
SOLE
3764
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
458
4712
SH
SOLE
4712
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2153
15250
SH
SOLE
15250
0
0
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
853
6390
SH
SOLE
6390
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2766
7818
SH
SOLE
7818
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1009
17175
SH
SOLE
17175
0
0
VISA INC
COM CL A
92826C839
287
1312
SH
SOLE
1312
0
0
WELLS FARGO CO NEW
COM
949746101
403
13366
SH
SOLE
13366
0
0
WISDOMTREE TR
EM EX ST-OWNED
97717X578
479
12086
SH
SOLE
12086
0
0
WISDOMTREE TR
US HIGH DIVIDEND
97717W208
235
3385
SH
SOLE
3385
0
0
XCEL ENERGY INC
COM
98389B100
1944
29161
SH
SOLE
29161
0
0