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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$633K 0.09%
5,347
+229
252
$632K 0.09%
3,471
+1,977
253
$631K 0.09%
+9,573
254
$630K 0.09%
12,418
-2,276
255
$628K 0.09%
3,942
+98
256
$622K 0.09%
2,934
-254
257
$618K 0.09%
36,047
-5,312
258
$617K 0.09%
+6,007
259
$609K 0.09%
8,920
+1,980
260
$607K 0.09%
9,528
+12
261
$606K 0.09%
2,724
+517
262
$603K 0.09%
4,571
+208
263
$600K 0.09%
21,810
-1,220
264
$600K 0.09%
23,521
+7,225
265
$597K 0.09%
2,724
-600
266
$595K 0.09%
6,440
+2,012
267
$595K 0.09%
5,690
268
$593K 0.09%
2,476
-633
269
$591K 0.09%
17,044
+1,150
270
$590K 0.09%
8,541
+170
271
$589K 0.09%
3,023
-403
272
$586K 0.09%
+64,439
273
$585K 0.09%
5,340
+434
274
$585K 0.09%
3,562
+56
275
$575K 0.08%
28,482
+3,707
9 10
11
12 13