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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$619K 0.08%
12,089
-37
277
$617K 0.08%
2,707
-17
278
$615K 0.08%
26,411
+11,782
279
$613K 0.08%
28,920
+1,840
280
$612K 0.08%
29,433
+2,385
281
$611K 0.08%
11,747
+1,934
282
$611K 0.08%
3,688
+82
283
$610K 0.08%
9,196
-4,770
284
$606K 0.08%
3,323
-400
285
$606K 0.08%
5,724
+34
286
$604K 0.08%
49,328
+16,236
287
$601K 0.08%
9,528
288
$598K 0.08%
6,567
-1,673
289
$598K 0.08%
11,772
-646
290
$594K 0.08%
6,738
+453
291
$594K 0.08%
6,608
+168
292
$592K 0.08%
4,390
+185
293
$592K 0.08%
37,500
-700
294
$586K 0.08%
4,213
+1,347
295
$583K 0.08%
4,892
-455
296
$583K 0.08%
977
-259
297
$579K 0.07%
7,627
-46
298
$579K 0.07%
9,886
-3,409
299
$578K 0.07%
5,116
-935
300
$577K 0.07%
26,192
+8,744
10 11
12
13 14