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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$893K 0.07%
167,900
+6,900
302
$891K 0.07%
34,951
+412
303
$889K 0.07%
7,146
+1,349
304
$887K 0.07%
10,686
-2,399
305
$884K 0.07%
21,701
+590
306
$883K 0.07%
4,321
+1,774
307
$879K 0.07%
23,197
+1,862
308
$877K 0.07%
24,714
-3,979
309
$875K 0.07%
3,915
+96
310
$875K 0.07%
8,135
+697
311
$873K 0.07%
3,661
+392
312
$865K 0.07%
3,791
+61
313
$864K 0.07%
54,775
-3,500
314
$864K 0.07%
22,699
+10,511
315
$863K 0.07%
9,542
+2,941
316
$860K 0.07%
9,450
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317
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9,204
+75
318
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62,000
-3,700
319
$848K 0.07%
6,074
+417
320
$846K 0.07%
20,932
+5,111
321
$844K 0.07%
1,841
-620
322
$840K 0.07%
16,500
-2,724
323
$839K 0.07%
4,509
-397
324
$835K 0.07%
+30,898
325
$833K 0.07%
18,755
11 12
13
14 15