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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$574K 0.08%
5,592
+1,512
277
$566K 0.08%
2,833
+1,254
278
$565K 0.08%
3,869
+483
279
$562K 0.08%
+5,382
280
$560K 0.08%
7,673
+776
281
$556K 0.08%
27,048
+7,529
282
$555K 0.08%
38,200
283
$553K 0.08%
1,236
+28
284
$548K 0.08%
7,462
-13
285
$548K 0.08%
27,080
-4,385
286
$546K 0.08%
17,012
-1,033
287
$545K 0.08%
26,567
+7,744
288
$542K 0.08%
8,183
+610
289
$540K 0.08%
30,251
-3,976
290
$535K 0.08%
+20,250
291
$534K 0.08%
27,434
+3,385
292
$530K 0.08%
1,472
-8
293
$529K 0.08%
+24,950
294
$527K 0.08%
+20,570
295
$526K 0.08%
17,177
+1,120
296
$526K 0.08%
5,474
-231
297
$526K 0.08%
8,536
-2,762
298
$525K 0.08%
5,652
+840
299
$523K 0.08%
+25,075
300
$519K 0.08%
+27,366
10 11
12
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