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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.6M 0.06%
47,448
+3,033
277
$1.59M 0.06%
20,968
+2,039
278
$1.59M 0.06%
21,730
-1,175
279
$1.59M 0.06%
+37,465
280
$1.58M 0.06%
39,797
+2,375
281
$1.56M 0.06%
13,934
+3,454
282
$1.56M 0.06%
121,987
-1,277
283
$1.56M 0.06%
34,527
-123
284
$1.56M 0.06%
108,878
+38,136
285
$1.56M 0.06%
+51,879
286
$1.54M 0.06%
40,655
+853
287
$1.54M 0.06%
26,520
-701
288
$1.53M 0.06%
+66,061
289
$1.53M 0.06%
28,878
+9,019
290
$1.53M 0.06%
13,562
+1,097
291
$1.52M 0.06%
+25,309
292
$1.52M 0.06%
25,596
+4,061
293
$1.52M 0.06%
17,169
+1,448
294
$1.5M 0.06%
36,188
+5,752
295
$1.5M 0.06%
2,708
+256
296
$1.5M 0.06%
3,362
-99
297
$1.47M 0.06%
6,652
+597
298
$1.46M 0.06%
42,729
-1
299
$1.46M 0.06%
9,852
+2,825
300
$1.45M 0.06%
94,425
+25,200
10 11
12
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