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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.53M 0.07%
48,335
-26,238
277
$1.52M 0.07%
47,684
+684
278
$1.51M 0.07%
22,905
+709
279
$1.51M 0.07%
13,057
+438
280
$1.51M 0.07%
38,034
+4,572
281
$1.5M 0.07%
65,944
-12,814
282
$1.5M 0.07%
11,391
+5,033
283
$1.48M 0.07%
85,309
-1,602
284
$1.46M 0.07%
52,026
-373
285
$1.45M 0.07%
28,810
+5,148
286
$1.44M 0.07%
25,172
+2,230
287
$1.44M 0.07%
9,677
+1,171
288
$1.44M 0.07%
119,002
+7,007
289
$1.44M 0.07%
18,125
-314
290
$1.43M 0.07%
18,936
+3,765
291
$1.43M 0.07%
60,720
+5,499
292
$1.43M 0.07%
15,721
+2,047
293
$1.43M 0.07%
90,707
+9,349
294
$1.43M 0.07%
2,452
+59
295
$1.42M 0.07%
3,121
-126
296
$1.42M 0.07%
9,310
+2,000
297
$1.42M 0.07%
19,564
+4,324
298
$1.42M 0.07%
21,755
-439
299
$1.41M 0.06%
14,470
+1,820
300
$1.4M 0.06%
19,205
-1,544
10 11
12
13 14