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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$587K 0.06%
4,060
+575
327
$586K 0.06%
8,210
-3,085
328
$577K 0.06%
2,040
+237
329
$577K 0.06%
6,305
+361
330
$576K 0.06%
19,442
+2,830
331
$575K 0.06%
37,500
332
$574K 0.06%
3,051
-87
333
$574K 0.06%
2,324
+187
334
$574K 0.06%
28,990
-250
335
$570K 0.06%
3,125
+110
336
$568K 0.06%
+19,600
337
$567K 0.06%
7,826
+432
338
$554K 0.06%
3,355
-190
339
$551K 0.06%
8,526
+283
340
$549K 0.06%
6,934
-443
341
$547K 0.06%
8,683
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342
$546K 0.06%
8,236
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343
$544K 0.06%
12,755
+605
344
$543K 0.06%
7,884
-1,644
345
$542K 0.06%
10,790
-2,195
346
$542K 0.06%
7,235
+46
347
$541K 0.06%
+7,821
348
$541K 0.06%
4,819
-1,411
349
$538K 0.06%
+8,700
350
$530K 0.06%
+2,974
12 13
14
15 16