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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$426K 0.08%
5,243
-375
277
$424K 0.08%
4,182
-82
278
$420K 0.08%
6,974
-784
279
$420K 0.08%
8,947
-2,274
280
$419K 0.08%
69,691
+37,923
281
$404K 0.08%
+2,885
282
$404K 0.08%
4,363
+27
283
$402K 0.08%
3,860
-5
284
$400K 0.08%
3,082
-382
285
$400K 0.08%
7,265
+1,088
286
$399K 0.08%
6,959
+183
287
$398K 0.07%
7,239
+56
288
$397K 0.07%
1,606
-97
289
$397K 0.07%
1,274
-46
290
$394K 0.07%
5,950
-61
291
$392K 0.07%
7,560
-930
292
$391K 0.07%
24,426
+2,020
293
$390K 0.07%
4,812
+445
294
$389K 0.07%
+5,011
295
$389K 0.07%
5,435
+550
296
$389K 0.07%
+3,883
297
$387K 0.07%
5,502
+350
298
$386K 0.07%
6,940
-1,189
299
$386K 0.07%
6,933
-187
300
$383K 0.07%
+3,049
10 11
12
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