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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.02M 0.08%
5,095
+259
277
$1.02M 0.08%
25,500
-4,000
278
$1.02M 0.08%
10,928
+1,279
279
$1.01M 0.08%
6,083
+1,169
280
$1.01M 0.08%
15,904
+575
281
$989K 0.08%
19,931
-8,208
282
$988K 0.08%
19,609
+6,951
283
$964K 0.08%
20,146
-1,114,501
284
$964K 0.08%
20,563
+2,552
285
$963K 0.08%
6,926
+183
286
$958K 0.08%
23,666
+18,411
287
$958K 0.08%
81,323
+17,147
288
$955K 0.08%
22,702
-1,260
289
$950K 0.08%
11,475
+1,660
290
$949K 0.08%
15,574
+1,317
291
$936K 0.07%
14,725
+448
292
$932K 0.07%
3,958
+7
293
$930K 0.07%
78,062
-20,464
294
$926K 0.07%
7,539
-73
295
$912K 0.07%
4,532
+97
296
$911K 0.07%
47,686
+11,557
297
$905K 0.07%
24,208
+1,021
298
$905K 0.07%
4,674
+230
299
$901K 0.07%
5,964
300
$894K 0.07%
21,482
+500
10 11
12
13 14