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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$527K 0.1%
3,426
+297
227
$524K 0.1%
19,555
-54
228
$524K 0.1%
5,690
+60
229
$513K 0.1%
27,600
-400
230
$509K 0.1%
+11,592
231
$509K 0.1%
7,475
-309
232
$509K 0.1%
16,500
233
$508K 0.1%
9,516
+1,830
234
$506K 0.1%
23,030
235
$501K 0.09%
3,506
+1,471
236
$497K 0.09%
13,249
+5,369
237
$495K 0.09%
5,118
+339
238
$492K 0.09%
2,950
-744
239
$490K 0.09%
8,487
-3,025
240
$487K 0.09%
11,298
+289
241
$483K 0.09%
31,465
-1,980
242
$483K 0.09%
+47,849
243
$479K 0.09%
7,399
+1,941
244
$476K 0.09%
15,894
-600
245
$476K 0.09%
2,870
+564
246
$475K 0.09%
2,207
-893
247
$475K 0.09%
24,775
-112
248
$472K 0.09%
42,797
-400
249
$471K 0.09%
18,237
-2,646
250
$470K 0.09%
+3,423
8 9
10
11 12