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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$793K 0.07%
18,670
+570
277
$788K 0.07%
45,019
-9,794
278
$787K 0.07%
14,314
+327
279
$785K 0.07%
3,702
+677
280
$784K 0.07%
20,053
-1,475
281
$783K 0.07%
52,250
282
$780K 0.07%
1,878
-394
283
$780K 0.07%
95,941
+9,609
284
$776K 0.07%
9,367
+3,612
285
$775K 0.07%
3,150
+97
286
$774K 0.07%
24,086
+6,949
287
$773K 0.07%
9,655
-500
288
$772K 0.07%
7,781
-353
289
$769K 0.07%
65,443
+20,212
290
$765K 0.07%
12,995
-9,243
291
$762K 0.07%
45,658
-5,294
292
$756K 0.07%
3,381
+181
293
$754K 0.07%
4,387
+1,091
294
$752K 0.07%
3,569
+327
295
$750K 0.07%
25,248
+500
296
$750K 0.07%
19,313
+1,929
297
$748K 0.07%
10,194
-20,040
298
$746K 0.07%
8,629
+101
299
$743K 0.07%
20,936
+62
300
$741K 0.07%
10,081
-117
10 11
12
13 14