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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.13M 0.09%
32,468
+8,465
252
$1.13M 0.09%
14,799
-61,666
253
$1.13M 0.09%
21,270
-1,600
254
$1.12M 0.09%
63,492
+1,546
255
$1.12M 0.09%
14,956
+6,104
256
$1.12M 0.09%
12,017
-2,328
257
$1.1M 0.09%
22,643
+6,477
258
$1.1M 0.09%
44,284
-140
259
$1.1M 0.09%
26,144
+7,760
260
$1.09M 0.09%
14,223
-2,041
261
$1.08M 0.09%
13,342
+10,326
262
$1.07M 0.09%
17,545
263
$1.07M 0.09%
14,504
+3,431
264
$1.07M 0.09%
+31,760
265
$1.06M 0.09%
10,942
+540
266
$1.06M 0.08%
21,740
+7,858
267
$1.05M 0.08%
21,804
-1,142
268
$1.05M 0.08%
65,418
-7,089
269
$1.05M 0.08%
26,686
+2,423
270
$1.04M 0.08%
11,258
+5,466
271
$1.03M 0.08%
85,447
+74,000
272
$1.03M 0.08%
89,700
+4,086
273
$1.03M 0.08%
60,883
+9,967
274
$1.02M 0.08%
8,330
+1,468
275
$1.02M 0.08%
26,871
+1,871
9 10
11
12 13