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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.96M 0.09%
147,294
-14,011
227
$1.96M 0.09%
39,354
+10,616
228
$1.95M 0.09%
25,448
+5,407
229
$1.93M 0.09%
11,603
-1,374
230
$1.93M 0.09%
16,334
+7,052
231
$1.92M 0.09%
33,141
+9,453
232
$1.91M 0.09%
7,198
-9,043
233
$1.9M 0.09%
4,623
+585
234
$1.89M 0.09%
8,149
+832
235
$1.88M 0.09%
337,534
+9,769
236
$1.87M 0.09%
21,625
-3,182
237
$1.85M 0.09%
14,748
-1,060
238
$1.84M 0.08%
17,094
+605
239
$1.82M 0.08%
27,221
+7,321
240
$1.8M 0.08%
116,741
-187,761
241
$1.79M 0.08%
35,595
+1,769
242
$1.77M 0.08%
1,827
+9
243
$1.77M 0.08%
7,762
+1,433
244
$1.76M 0.08%
148,552
-541
245
$1.74M 0.08%
18,358
+5,253
246
$1.74M 0.08%
28,433
+2,520
247
$1.73M 0.08%
39,223
-7,311
248
$1.71M 0.08%
3,000
+470
249
$1.71M 0.08%
48,382
+8,167
250
$1.71M 0.08%
61,396
+20,401
8 9
10
11 12