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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.45M 0.06%
7,903
-246
302
$1.44M 0.06%
52,026
303
$1.44M 0.06%
46,558
-1,126
304
$1.43M 0.06%
82,375
+34,235
305
$1.43M 0.06%
51,187
+16,393
306
$1.43M 0.06%
25,024
-148
307
$1.43M 0.06%
64,542
+6,858
308
$1.43M 0.06%
9,432
+4,093
309
$1.43M 0.06%
274,522
+45,876
310
$1.42M 0.06%
15,369
+2,546
311
$1.42M 0.06%
14,151
+161
312
$1.42M 0.06%
53,512
-5,557
313
$1.42M 0.06%
2,188
+1,067
314
$1.41M 0.06%
72,135
+32,410
315
$1.41M 0.06%
6,962
+308
316
$1.41M 0.06%
27,922
+11,889
317
$1.4M 0.06%
32,501
+5,177
318
$1.39M 0.06%
26,286
+10,136
319
$1.38M 0.06%
16,860
-1,265
320
$1.38M 0.06%
79,554
-5,755
321
$1.38M 0.06%
22,967
+1,212
322
$1.37M 0.05%
27,213
+8,336
323
$1.36M 0.05%
42,102
+52
324
$1.35M 0.05%
10,256
-6,078
325
$1.34M 0.05%
12,514
-9,700
11 12
13
14 15