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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.69M 0.08%
13,658
+200
252
$1.69M 0.08%
51,935
+5,587
253
$1.68M 0.08%
19,208
+342
254
$1.68M 0.08%
81,102
-855
255
$1.67M 0.08%
59,069
-4,724
256
$1.66M 0.08%
34,752
-4,090
257
$1.64M 0.08%
98,802
+2,232
258
$1.64M 0.08%
37,422
-10,480
259
$1.63M 0.07%
11,960
+2,057
260
$1.62M 0.07%
109,750
-3,709
261
$1.61M 0.07%
8,316
-95
262
$1.61M 0.07%
25,012
+2,250
263
$1.6M 0.07%
15,419
-871
264
$1.58M 0.07%
34,650
+7,756
265
$1.58M 0.07%
7,641
+1,197
266
$1.56M 0.07%
18,292
+412
267
$1.56M 0.07%
7,867
+3,140
268
$1.56M 0.07%
15,410
-18,320
269
$1.55M 0.07%
123,264
+1,350
270
$1.54M 0.07%
6,055
+56
271
$1.54M 0.07%
8,852
+1,262
272
$1.54M 0.07%
44,415
+2,292
273
$1.54M 0.07%
30,084
+5,672
274
$1.54M 0.07%
9,500
+3,163
275
$1.53M 0.07%
39,802
+3,885
9 10
11
12 13