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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$656K 0.07%
4,668
+278
302
$652K 0.07%
+13,828
303
$650K 0.07%
28,704
-512
304
$645K 0.07%
10,330
+444
305
$641K 0.07%
7,483
-342
306
$641K 0.07%
30,034
+601
307
$629K 0.07%
7,978
+351
308
$628K 0.07%
5,664
-3,133
309
$628K 0.07%
+8,718
310
$627K 0.07%
6,748
+98
311
$624K 0.07%
+3,062
312
$624K 0.07%
2,582
+250
313
$621K 0.07%
4,873
-19
314
$616K 0.07%
4,172
+413
315
$614K 0.07%
4,947
+893
316
$613K 0.07%
+27,330
317
$612K 0.06%
2,500
318
$611K 0.06%
65,015
+10,868
319
$605K 0.06%
2,752
+713
320
$600K 0.06%
31,070
+3,735
321
$598K 0.06%
24,795
-1,397
322
$597K 0.06%
+15,198
323
$597K 0.06%
+22,230
324
$596K 0.06%
16,430
+2,225
325
$588K 0.06%
+11,843
11 12
13
14 15