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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$868K 0.08%
8,544
-1,316
252
$862K 0.08%
81,307
+52,327
253
$855K 0.08%
19,645
-529
254
$853K 0.08%
8,630
-1,520
255
$853K 0.08%
24,456
+2,997
256
$845K 0.08%
65,700
257
$843K 0.08%
14,217
+6,933
258
$842K 0.08%
16,429
+1,675
259
$839K 0.08%
12,241
-33,112
260
$836K 0.08%
16,410
-2,834
261
$834K 0.08%
3,007
+55
262
$833K 0.08%
11,114
-830
263
$832K 0.08%
13,479
-7,141
264
$830K 0.08%
22,680
+17,890
265
$828K 0.08%
41,757
+474
266
$826K 0.07%
13,287
+280
267
$818K 0.07%
3,951
-5
268
$815K 0.07%
72,445
+34,336
269
$813K 0.07%
30,697
+1,530
270
$812K 0.07%
2,021
+488
271
$806K 0.07%
21,372
-5,711
272
$803K 0.07%
9,676
-410
273
$802K 0.07%
25,530
+5,237
274
$799K 0.07%
10,185
+1,896
275
$795K 0.07%
24,143
+2,210
9 10
11
12 13