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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$402K 0.06%
+5,078
352
$401K 0.06%
4,500
+150
353
$401K 0.06%
7,860
-542
354
$401K 0.06%
+20,824
355
$398K 0.06%
+1,385
356
$397K 0.06%
1,620
357
$397K 0.06%
+2,500
358
$394K 0.06%
6,535
+849
359
$390K 0.06%
+5,558
360
$389K 0.06%
6,146
-173
361
$386K 0.06%
2,866
+567
362
$384K 0.06%
8,010
+48
363
$382K 0.06%
+23,669
364
$382K 0.06%
+65,750
365
$381K 0.06%
4,340
366
$376K 0.06%
12,811
-3,689
367
$373K 0.06%
+786
368
$373K 0.06%
5,290
+306
369
$372K 0.05%
7,989
+4,315
370
$368K 0.05%
2,137
+428
371
$368K 0.05%
6,627
-1,341
372
$367K 0.05%
3,553
-1,246
373
$367K 0.05%
5,923
-776
374
$366K 0.05%
786
+205
375
$365K 0.05%
+6,446
13 14
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