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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$518K 0.07%
7,189
+370
327
$512K 0.07%
5,505
-147
328
$511K 0.07%
7,514
-8,764
329
$507K 0.07%
2,244
+128
330
$507K 0.07%
8,243
+1,708
331
$503K 0.07%
+814
332
$502K 0.07%
34,164
-472
333
$502K 0.06%
30,121
-2,302
334
$501K 0.06%
3,545
-100
335
$498K 0.06%
39,462
+670
336
$490K 0.06%
18,469
+9,719
337
$489K 0.06%
2,137
+149
338
$489K 0.06%
5,831
+39
339
$487K 0.06%
20,385
+8,318
340
$487K 0.06%
16,612
+3,801
341
$479K 0.06%
4,054
+2,221
342
$478K 0.06%
5,204
-803
343
$477K 0.06%
28,233
-12,544
344
$472K 0.06%
3,485
+759
345
$472K 0.06%
23,800
+9,258
346
$472K 0.06%
3,230
+462
347
$470K 0.06%
7,809
-201
348
$466K 0.06%
6,903
+757
349
$466K 0.06%
5,000
+500
350
$464K 0.06%
39,350
+22,850
12 13
14
15 16