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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.13M 0.09%
200,806
+3,179
227
$2.12M 0.08%
381,496
+43,962
228
$2.11M 0.08%
50,428
-3,672
229
$2.09M 0.08%
32,244
-393
230
$2.09M 0.08%
17,479
-1,579
231
$2.08M 0.08%
82,082
+36,045
232
$2.07M 0.08%
90,870
+1,998
233
$2.07M 0.08%
26,943
+1,495
234
$2.06M 0.08%
144,115
-3,421
235
$2.04M 0.08%
19,086
-5,143
236
$2.02M 0.08%
93,021
237
$1.99M 0.08%
14,571
+4,894
238
$1.98M 0.08%
13,860
+2,469
239
$1.98M 0.08%
87,881
+27,161
240
$1.97M 0.08%
53,283
+3,651
241
$1.97M 0.08%
8,862
+1,664
242
$1.96M 0.08%
30,722
+2,289
243
$1.95M 0.08%
45,738
-4,646
244
$1.95M 0.08%
1,901
+74
245
$1.92M 0.08%
42,074
-7,836
246
$1.86M 0.07%
17,471
+377
247
$1.84M 0.07%
13,056
-11,135
248
$1.84M 0.07%
22,000
+375
249
$1.84M 0.07%
157,591
+38,589
250
$1.84M 0.07%
119,543
+2,802
8 9
10
11 12