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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.34M 0.05%
100,730
+16,632
327
$1.34M 0.05%
795
-50
328
$1.33M 0.05%
18,455
-750
329
$1.33M 0.05%
+44,741
330
$1.32M 0.05%
13,621
-463
331
$1.32M 0.05%
22,371
332
$1.31M 0.05%
18,811
+1,604
333
$1.31M 0.05%
37,235
+5,050
334
$1.31M 0.05%
12,952
-105
335
$1.31M 0.05%
15,062
-3,230
336
$1.31M 0.05%
15,797
+5,096
337
$1.29M 0.05%
41,564
+2,341
338
$1.28M 0.05%
17,259
-1,677
339
$1.27M 0.05%
9,986
-561
340
$1.26M 0.05%
11,870
-2,600
341
$1.25M 0.05%
35,145
+11,432
342
$1.25M 0.05%
6,868
-9,639
343
$1.25M 0.05%
15,291
-48
344
$1.24M 0.05%
15,030
+6,470
345
$1.22M 0.05%
140,762
+11,417
346
$1.22M 0.05%
8,868
-629
347
$1.22M 0.05%
57,827
+23,521
348
$1.21M 0.05%
17,112
+2,715
349
$1.21M 0.05%
27,680
+4,026
350
$1.21M 0.05%
12,463
+387
12 13
14
15 16