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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$298K 0.06%
+10,510
352
$298K 0.06%
3,261
-265
353
$298K 0.06%
4,350
-100
354
$293K 0.06%
+2,333
355
$293K 0.06%
8,877
356
$292K 0.05%
4,799
-231
357
$291K 0.05%
6,334
+430
358
$287K 0.05%
18,284
359
$286K 0.05%
+2,882
360
$285K 0.05%
33,195
361
$281K 0.05%
1,785
-174
362
$281K 0.05%
5,602
+186
363
$280K 0.05%
826
-83
364
$277K 0.05%
2,307
+162
365
$277K 0.05%
1,030
+50
366
$275K 0.05%
8,170
+155
367
$275K 0.05%
6,069
-957
368
$271K 0.05%
4,355
+700
369
$270K 0.05%
985
-71
370
$268K 0.05%
+1,211
371
$268K 0.05%
6,699
+96
372
$267K 0.05%
+6,744
373
$267K 0.05%
9,725
374
$266K 0.05%
4,148
-75
375
$265K 0.05%
+22,000
13 14
15
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