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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$336K 0.06%
601
-538
327
$335K 0.06%
1,407
-42
328
$335K 0.06%
+11,995
329
$335K 0.06%
5,686
-1,526
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$333K 0.06%
+5,338
331
$333K 0.06%
12,386
+4,959
332
$332K 0.06%
30,893
-1,291
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4,340
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334
$329K 0.06%
18,823
+4,700
335
$324K 0.06%
6,633
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336
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24,672
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337
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+7,715
339
$315K 0.06%
+3,806
340
$312K 0.06%
2,819
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341
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343
$308K 0.06%
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8,402
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345
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1,439
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346
$301K 0.06%
51,722
+42,644
347
$301K 0.06%
24,439
+8,650
348
$299K 0.06%
1,427
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349
$298K 0.06%
7,962
+430
350
$298K 0.06%
6,319
+117
12 13
14
15 16