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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$380K 0.07%
+9,593
302
$380K 0.07%
3,665
-908
303
$379K 0.07%
7,573
+137
304
$377K 0.07%
23,925
+424
305
$376K 0.07%
1,620
306
$375K 0.07%
7,968
+800
307
$374K 0.07%
19,519
-296
308
$372K 0.07%
74,842
+36,275
309
$372K 0.07%
+6,123
310
$371K 0.07%
25,250
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311
$370K 0.07%
1,814
-14
312
$366K 0.07%
11,775
-680
313
$359K 0.07%
25,016
+14,187
314
$354K 0.07%
4,491
+515
315
$353K 0.07%
4,080
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316
$352K 0.07%
49,563
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317
$349K 0.07%
34,750
-1,000
318
$347K 0.07%
8,159
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319
$347K 0.07%
+17,270
320
$346K 0.07%
9,053
321
$343K 0.06%
8,328
-717
322
$343K 0.06%
+3,887
323
$342K 0.06%
7,390
+1,916
324
$341K 0.06%
+16,296
325
$339K 0.06%
2,299
+448
11 12
13
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