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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$852K 0.09%
7,528
+1,316
252
$852K 0.09%
11,710
+8,002
253
$848K 0.09%
6,932
+388
254
$845K 0.09%
22,976
-1,831
255
$844K 0.09%
4,865
-6,358
256
$838K 0.09%
10,215
+1,690
257
$830K 0.09%
26,710
+4,000
258
$827K 0.09%
11,953
+1,837
259
$826K 0.09%
7,432
+2,157
260
$815K 0.09%
4,236
+318
261
$811K 0.09%
6,182
+542
262
$809K 0.09%
8,162
+19
263
$809K 0.09%
43,724
+6,501
264
$808K 0.09%
39,225
+3,434
265
$805K 0.09%
24,474
+6,629
266
$803K 0.09%
+51,080
267
$795K 0.08%
4,575
+887
268
$793K 0.08%
+14,460
269
$790K 0.08%
+11,588
270
$786K 0.08%
51,727
+17,563
271
$786K 0.08%
4,050
+383
272
$782K 0.08%
3,236
+7
273
$780K 0.08%
3,464
+133
274
$778K 0.08%
5,078
+2,076
275
$775K 0.08%
12,733
+2,043
9 10
11
12 13