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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$513K 0.08%
1,223
+397
302
$513K 0.08%
28,272
+3,600
303
$513K 0.08%
3,606
+787
304
$504K 0.07%
7,358
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305
$504K 0.07%
2,246
+45
306
$502K 0.07%
4,324
+659
307
$501K 0.07%
34,636
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308
$500K 0.07%
+26,353
309
$500K 0.07%
4,205
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310
$492K 0.07%
+8,210
311
$492K 0.07%
9,813
-2,751
312
$490K 0.07%
+14,611
313
$487K 0.07%
2,117
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314
$486K 0.07%
38,792
+960
315
$483K 0.07%
49,524
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316
$481K 0.07%
2,765
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317
$475K 0.07%
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318
$474K 0.07%
4,344
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319
$473K 0.07%
662
-100
320
$473K 0.07%
6,285
-2,662
321
$472K 0.07%
27,940
-39,299
322
$471K 0.07%
6,819
-155
323
$463K 0.07%
2,726
+338
324
$459K 0.07%
30,416
+5,400
325
$459K 0.07%
+9,162
11 12
13
14 15