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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$769K 0.08%
12,688
+945
277
$764K 0.08%
56,241
+8,324
278
$749K 0.08%
3,092
+141
279
$739K 0.08%
10,078
-569
280
$734K 0.08%
10,888
-812
281
$732K 0.08%
1,059
+245
282
$728K 0.08%
6,181
+457
283
$728K 0.08%
13,401
+1,654
284
$724K 0.08%
85,393
+11,792
285
$721K 0.08%
5,390
+1,177
286
$718K 0.08%
31,041
+13,286
287
$705K 0.07%
6,608
288
$704K 0.07%
16,817
+7,316
289
$693K 0.07%
10,077
-1,292
290
$692K 0.07%
9,776
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291
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292
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4,161
-100
293
$673K 0.07%
+10,350
294
$672K 0.07%
5,759
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295
$672K 0.07%
13,400
+4,889
296
$668K 0.07%
25,338
+1,570
297
$661K 0.07%
7,706
+849
298
$661K 0.07%
25,338
-19,452
299
$661K 0.07%
7,777
+1,039
300
$656K 0.07%
2,769
-802
10 11
12
13 14