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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$832K 0.07%
7,161
+286
327
$825K 0.07%
32,788
-677
328
$825K 0.07%
60,760
+19,574
329
$821K 0.07%
21,634
-6,490
330
$815K 0.07%
25,360
+350
331
$814K 0.07%
80,788
+5,029
332
$814K 0.07%
4,936
+453
333
$810K 0.06%
12,196
+1,165
334
$805K 0.06%
10,599
+2,400
335
$803K 0.06%
3,564
-9
336
$803K 0.06%
78,000
337
$802K 0.06%
5,979
-1,711
338
$801K 0.06%
7,841
-1,976
339
$796K 0.06%
+15,816
340
$794K 0.06%
11,906
+217
341
$793K 0.06%
10,285
-102
342
$789K 0.06%
9,189
+107
343
$780K 0.06%
49,750
344
$777K 0.06%
15,889
+2,564
345
$777K 0.06%
9,388
-1,460
346
$773K 0.06%
32,000
+11,250
347
$767K 0.06%
30,742
+9,114
348
$766K 0.06%
23,080
+1,800
349
$765K 0.06%
13,857
+1,103
350
$763K 0.06%
40,941
-4,614
12 13
14
15 16