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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$641K 0.06%
78,000
-703
327
$641K 0.06%
11,108
+1,626
328
$639K 0.06%
7,803
+651
329
$638K 0.06%
4,300
+145
330
$637K 0.06%
6,890
+2,278
331
$635K 0.06%
10,336
+282
332
$635K 0.06%
32,552
+28
333
$634K 0.06%
8,400
-12,425
334
$634K 0.06%
13,274
+1,341
335
$632K 0.06%
35,410
336
$626K 0.06%
+21,280
337
$623K 0.06%
53,416
+2,052
338
$623K 0.06%
18,049
+5,242
339
$622K 0.06%
13,779
-965
340
$620K 0.06%
59,350
+750
341
$617K 0.06%
8,151
-19
342
$612K 0.06%
5,828
-80
343
$611K 0.06%
4,527
-791
344
$609K 0.06%
14,169
-2,307
345
$607K 0.06%
29,433
+1,666
346
$600K 0.05%
5,615
-267
347
$596K 0.05%
8,197
+306
348
$593K 0.05%
37,842
+2,439
349
$591K 0.05%
51,028
-40,368
350
$590K 0.05%
20,866
+927
12 13
14
15 16