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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$696K 0.1%
2,063
-1,895
227
$695K 0.1%
2,583
+1,372
228
$692K 0.1%
93,100
-54,059
229
$689K 0.1%
12,797
+1,022
230
$688K 0.1%
7,602
-885
231
$684K 0.1%
40,777
-674
232
$680K 0.1%
111,012
+36,170
233
$679K 0.1%
8,035
+491
234
$672K 0.1%
11,683
-120
235
$669K 0.1%
4,170
+1,300
236
$669K 0.1%
65,225
+30,475
237
$668K 0.1%
10,324
+44
238
$668K 0.1%
96,630
-29,495
239
$665K 0.1%
6,279
-125
240
$664K 0.1%
1,468
+194
241
$663K 0.1%
+15,487
242
$652K 0.1%
18,642
+405
243
$651K 0.1%
12,126
+2,210
244
$649K 0.1%
8,626
+4,135
245
$645K 0.1%
12,785
+120
246
$644K 0.09%
5,049
+731
247
$643K 0.09%
11,755
+4,490
248
$643K 0.09%
8,240
+1,286
249
$637K 0.09%
9,104
+3,116
250
$636K 0.09%
7,687
+511
8 9
10
11 12