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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.4M 0.06%
27,075
+3,336
302
$1.39M 0.06%
29,571
-54,150
303
$1.38M 0.06%
10,547
-1,281
304
$1.38M 0.06%
845
+34
305
$1.38M 0.06%
14,084
-1,900
306
$1.38M 0.06%
12,465
+483
307
$1.38M 0.06%
27,090
+4,968
308
$1.36M 0.06%
10,480
-216
309
$1.36M 0.06%
13,990
-649
310
$1.36M 0.06%
18,929
+1,130
311
$1.36M 0.06%
42,730
-1,896
312
$1.36M 0.06%
6,654
-110
313
$1.34M 0.06%
42,050
-3
314
$1.34M 0.06%
57,684
-5,267
315
$1.33M 0.06%
12,076
+5,782
316
$1.31M 0.06%
30,436
+12,080
317
$1.3M 0.06%
9,497
-358
318
$1.28M 0.06%
25,255
+4,557
319
$1.27M 0.06%
22,371
320
$1.27M 0.06%
8,897
+5,290
321
$1.26M 0.06%
228,646
-21,815
322
$1.26M 0.06%
2,265
+82
323
$1.25M 0.06%
21,535
-1,262
324
$1.25M 0.06%
52,536
-3,053
325
$1.25M 0.06%
7,027
+439
11 12
13
14 15