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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$529K 0.06%
39,862
+400
352
$529K 0.06%
19,773
+1,469
353
$526K 0.06%
6,873
+1,438
354
$524K 0.06%
7,126
+84
355
$520K 0.06%
29,143
+910
356
$520K 0.06%
5,821
+617
357
$520K 0.06%
3,366
+416
358
$518K 0.05%
2,171
359
$518K 0.05%
5,054
-1,513
360
$515K 0.05%
29,250
+11,800
361
$513K 0.05%
4,675
+2,146
362
$512K 0.05%
22,350
-19,786
363
$511K 0.05%
556
-497
364
$509K 0.05%
3,211
+246
365
$506K 0.05%
57,700
+5,650
366
$506K 0.05%
8,372
+3,589
367
$505K 0.05%
16,144
+2,715
368
$503K 0.05%
5,274
-231
369
$500K 0.05%
+2,766
370
$499K 0.05%
5,831
371
$496K 0.05%
9,526
+2,034
372
$496K 0.05%
25,707
+13,551
373
$489K 0.05%
2,265
-93
374
$489K 0.05%
17,283
-1,186
375
$486K 0.05%
+3,976
13 14
15
16 17