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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$731K 0.07%
9,320
-212
302
$724K 0.07%
4,677
+652
303
$715K 0.06%
8,075
+468
304
$714K 0.06%
8,932
+2,818
305
$714K 0.06%
6,346
+1,197
306
$714K 0.06%
30,573
-35,765
307
$713K 0.06%
21,334
-1,847
308
$709K 0.06%
84,207
-926
309
$705K 0.06%
27,300
+14,957
310
$703K 0.06%
3,564
+345
311
$697K 0.06%
84,025
+2,500
312
$695K 0.06%
95,425
-2,189
313
$693K 0.06%
14,744
+8,520
314
$692K 0.06%
33,465
-9,163
315
$689K 0.06%
37,424
+190
316
$688K 0.06%
12,190
+2,609
317
$685K 0.06%
29,633
+5,659
318
$683K 0.06%
14,926
-722
319
$679K 0.06%
45,205
-3,321
320
$663K 0.06%
6,126
-1,438
321
$657K 0.06%
13,665
322
$656K 0.06%
7,055
+1,837
323
$655K 0.06%
23,340
+1,219
324
$650K 0.06%
8,747
-111
325
$643K 0.06%
16,666
-1,186
11 12
13
14 15