We are live on ! Find out more
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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$993K 0.09%
6,871
-645
227
$988K 0.09%
116,264
+37,121
228
$979K 0.09%
8,236
-293
229
$973K 0.09%
84,643
+3,152
230
$971K 0.09%
20,572
-531
231
$966K 0.09%
58,275
+11,900
232
$946K 0.09%
5,036
-85
233
$945K 0.09%
14,303
+247
234
$939K 0.09%
170,737
+41,402
235
$932K 0.08%
6,013
+2,839
236
$930K 0.08%
11,256
-757
237
$924K 0.08%
5,633
+239
238
$917K 0.08%
46,734
-9,122
239
$916K 0.08%
18,810
+161
240
$910K 0.08%
15,227
+1,735
241
$905K 0.08%
31,690
+130
242
$902K 0.08%
8,807
-3,472
243
$902K 0.08%
24,811
+3,379
244
$893K 0.08%
24,998
-2,993
245
$891K 0.08%
3,889
+150
246
$886K 0.08%
24,737
+1,789
247
$882K 0.08%
21,940
+563
248
$872K 0.08%
7,164
+406
249
$872K 0.08%
33,787
+6,991
250
$871K 0.08%
4,472
+407
8 9
10
11 12