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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.29M 0.1%
33,961
+20,514
227
$1.29M 0.1%
39,473
+2,315
228
$1.29M 0.1%
48,992
+1,631
229
$1.28M 0.1%
5,586
+187
230
$1.27M 0.1%
39,509
+5,608
231
$1.26M 0.1%
16,901
-3,722
232
$1.25M 0.1%
11,441
+2,284
233
$1.25M 0.1%
9,334
-2,320
234
$1.25M 0.1%
12,287
-947
235
$1.24M 0.1%
40,399
236
$1.24M 0.1%
150,927
-9,296
237
$1.24M 0.1%
6,720
+147
238
$1.23M 0.1%
50,404
+154
239
$1.23M 0.1%
17,685
-1,295
240
$1.22M 0.1%
106,495
-2,904
241
$1.22M 0.1%
98,149
+5,110
242
$1.22M 0.1%
23,176
+6,132
243
$1.22M 0.1%
13,208
+300
244
$1.21M 0.1%
12,007
+2,073
245
$1.2M 0.1%
14,831
+4,363
246
$1.19M 0.1%
22,471
+945
247
$1.17M 0.09%
21,711
+3,098
248
$1.16M 0.09%
15,350
-1,100
249
$1.16M 0.09%
18,988
+5,800
250
$1.16M 0.09%
33,457
+4,945
8 9
10
11 12