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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$951K 0.1%
19,525
+6,450
227
$950K 0.1%
36,057
+9,646
228
$947K 0.1%
89,094
+17,837
229
$943K 0.1%
7,021
+702
230
$941K 0.1%
3,746
+423
231
$934K 0.1%
3,814
+411
232
$931K 0.1%
13,514
+3,433
233
$925K 0.1%
17,095
-687
234
$912K 0.1%
+3,601
235
$909K 0.1%
4,662
-388
236
$905K 0.1%
7,652
-450
237
$904K 0.1%
3,912
+13
238
$902K 0.1%
26,534
+13,647
239
$897K 0.1%
3,255
+175
240
$894K 0.09%
2,535
+90
241
$894K 0.09%
23,485
+2,600
242
$885K 0.09%
5,327
-1,133
243
$885K 0.09%
97,857
+6,486
244
$882K 0.09%
16,299
-12,881
245
$876K 0.09%
13,070
-16,545
246
$875K 0.09%
3,545
+829
247
$874K 0.09%
16,456
+5,507
248
$861K 0.09%
12,006
+9,236
249
$861K 0.09%
108,825
+18,500
250
$854K 0.09%
15,923
+2,453
8 9
10
11 12