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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$675K 0.09%
6,750
+135
252
$672K 0.09%
37,223
+1,176
253
$669K 0.09%
10,949
+1,850
254
$668K 0.09%
9,327
+3,263
255
$662K 0.09%
2,500
256
$661K 0.09%
2,951
+17
257
$656K 0.08%
5,754
+280
258
$652K 0.08%
12,985
+200
259
$652K 0.08%
10,081
+4,401
260
$648K 0.08%
22,710
-811
261
$645K 0.08%
1,053
+267
262
$645K 0.08%
11,743
+60
263
$643K 0.08%
6,230
-2,132
264
$642K 0.08%
7,825
-358
265
$640K 0.08%
47,917
-1,607
266
$634K 0.08%
6,212
+620
267
$631K 0.08%
+23,768
268
$628K 0.08%
6,650
-1,560
269
$628K 0.08%
15,645
-2,997
270
$628K 0.08%
4,833
-3,308
271
$624K 0.08%
1,312
+89
272
$624K 0.08%
90,325
+24,575
273
$623K 0.08%
+13,075
274
$620K 0.08%
6,958
+1,880
275
$619K 0.08%
+6,716
9 10
11
12 13