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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$469K 0.09%
2,230
-418
252
$467K 0.09%
4,318
-426
253
$465K 0.09%
5,705
-467
254
$465K 0.09%
12,545
-3,825
255
$465K 0.09%
2,845
+38
256
$464K 0.09%
29,688
+10,288
257
$462K 0.09%
+1,208
258
$462K 0.09%
2,150
+38
259
$458K 0.09%
+24,049
260
$457K 0.09%
7,937
+1,177
261
$456K 0.09%
4,428
-748
262
$453K 0.09%
3,276
-251
263
$453K 0.09%
3,386
-2,503
264
$451K 0.08%
21,003
-1,000
265
$449K 0.08%
46,758
-101
266
$449K 0.08%
2,388
-434
267
$445K 0.08%
1,480
+812
268
$442K 0.08%
6,954
+2,450
269
$439K 0.08%
2,689
+1,168
270
$439K 0.08%
6,897
+356
271
$437K 0.08%
6,921
-206
272
$434K 0.08%
34,423
+4,865
273
$430K 0.08%
16,057
-586
274
$428K 0.08%
37,832
+5,245
275
$427K 0.08%
7,110
-2,567
9 10
11
12 13