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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$464K 0.06%
8,511
+651
352
$462K 0.06%
2,332
+305
353
$462K 0.06%
+18,304
354
$462K 0.06%
+12,150
355
$461K 0.06%
54,147
-71,478
356
$456K 0.06%
1,907
-339
357
$455K 0.06%
3,321
+299
358
$449K 0.06%
+2,039
359
$449K 0.06%
2,965
+1,344
360
$449K 0.06%
1,803
-314
361
$447K 0.06%
+7,924
362
$445K 0.06%
24,547
+878
363
$438K 0.06%
24,146
-630
364
$438K 0.06%
+2,481
365
$438K 0.06%
55,242
+30,070
366
$436K 0.06%
18,845
-8,589
367
$434K 0.06%
3,992
+248
368
$432K 0.06%
7,394
+1,471
369
$428K 0.06%
9,745
+1,045
370
$427K 0.06%
23,867
-4,180
371
$427K 0.06%
2,500
372
$423K 0.05%
14,250
+2,430
373
$420K 0.05%
+7,072
374
$419K 0.05%
5,435
375
$419K 0.05%
12,887
-8,795
13 14
15
16 17