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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.24M 0.06%
28,602
-1,129
327
$1.24M 0.06%
16,040
-1,970
328
$1.23M 0.06%
15,339
-20,864
329
$1.23M 0.06%
4,092
-20
330
$1.22M 0.06%
16,030
+5,027
331
$1.22M 0.06%
17,207
+13,772
332
$1.22M 0.06%
12,823
+1,630
333
$1.21M 0.06%
37,220
334
$1.21M 0.06%
14,429
+1,279
335
$1.21M 0.06%
4,285
+102
336
$1.19M 0.05%
27,324
-2,714
337
$1.17M 0.05%
7,478
+975
338
$1.15M 0.05%
19,859
-558
339
$1.14M 0.05%
23,715
+1,400
340
$1.14M 0.05%
32,185
+250
341
$1.14M 0.05%
72,549
342
$1.13M 0.05%
53,590
+11,255
343
$1.13M 0.05%
3,461
+1,926
344
$1.13M 0.05%
129,345
+1,054
345
$1.12M 0.05%
44,273
-970
346
$1.11M 0.05%
71,641
+2,563
347
$1.11M 0.05%
84,098
+14,839
348
$1.11M 0.05%
51,033
+625
349
$1.1M 0.05%
25,805
+555
350
$1.1M 0.05%
1,322
+4
12 13
14
15 16