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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.83M 0.07%
19,510
+8,988
252
$1.81M 0.07%
9,010
+694
253
$1.81M 0.07%
14,170
-2,317
254
$1.8M 0.07%
7,061
-1,106
255
$1.8M 0.07%
36,330
+735
256
$1.76M 0.07%
31,740
+4,650
257
$1.75M 0.07%
151,316
+2,764
258
$1.74M 0.07%
36,170
-2,514
259
$1.73M 0.07%
84,065
-34,810
260
$1.73M 0.07%
35,202
-62,053
261
$1.72M 0.07%
137,319
-9,975
262
$1.72M 0.07%
55,117
+32,451
263
$1.71M 0.07%
2,879
-121
264
$1.69M 0.07%
48,382
265
$1.69M 0.07%
59,355
-2,041
266
$1.68M 0.07%
20,560
+5,150
267
$1.67M 0.07%
13,578
-80
268
$1.67M 0.07%
11,271
+2,374
269
$1.65M 0.07%
105,251
+6,449
270
$1.65M 0.07%
26,212
+1,200
271
$1.64M 0.07%
25,455
-2,462
272
$1.63M 0.07%
24,635
+8,595
273
$1.61M 0.06%
8,024
+157
274
$1.6M 0.06%
33,001
-1,751
275
$1.6M 0.06%
74,757
-6,345
9 10
11
12 13