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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$456K 0.07%
2,260
+30
327
$453K 0.07%
5,792
-158
328
$453K 0.07%
+5,568
329
$445K 0.07%
8,688
+360
330
$445K 0.07%
1,988
+174
331
$444K 0.07%
9,730
+2,015
332
$443K 0.07%
32,423
+7,984
333
$441K 0.07%
7,143
+1,020
334
$441K 0.07%
3,645
+1,037
335
$436K 0.06%
18,911
+5,064
336
$433K 0.06%
20,415
+3,145
337
$428K 0.06%
2,596
+825
338
$428K 0.06%
8,611
-982
339
$426K 0.06%
26,817
+1,567
340
$424K 0.06%
9,099
-4,150
341
$423K 0.06%
+4,211
342
$416K 0.06%
5,820
-2,117
343
$412K 0.06%
3,022
+865
344
$411K 0.06%
24,776
+350
345
$411K 0.06%
+10,271
346
$411K 0.06%
5,435
347
$408K 0.06%
+2,768
348
$408K 0.06%
3,744
-116
349
$407K 0.06%
5,568
+66
350
$405K 0.06%
49,439
-124
12 13
14
15 16