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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$770K 0.1%
8,102
+500
227
$753K 0.1%
3,721
+997
228
$753K 0.1%
8,956
-266
229
$752K 0.1%
257
-142
230
$746K 0.1%
2,716
+579
231
$743K 0.1%
+14,228
232
$742K 0.1%
3,403
-1,157
233
$740K 0.1%
3,918
+356
234
$740K 0.1%
+3,229
235
$735K 0.1%
20,885
-1,000
236
$733K 0.09%
10,076
+1,540
237
$729K 0.09%
73,757
+8,532
238
$723K 0.09%
11,369
-2,657
239
$723K 0.09%
73,601
-19,499
240
$723K 0.09%
8,143
+456
241
$721K 0.09%
35,791
+7,309
242
$714K 0.09%
38,837
-57,793
243
$713K 0.09%
3,331
+308
244
$713K 0.09%
4,835
+2,615
245
$712K 0.09%
13,470
+1,715
246
$697K 0.09%
3,667
-503
247
$697K 0.09%
91,371
-19,640
248
$687K 0.09%
5,640
+1,296
249
$687K 0.09%
10,116
-5,972
250
$678K 0.09%
10,145
-1,445
8 9
10
11 12