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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$589K 0.05%
+41,550
352
$588K 0.05%
2,608
+715
353
$585K 0.05%
3,000
+2
354
$584K 0.05%
34,035
+3,411
355
$581K 0.05%
8,883
-744
356
$581K 0.05%
7,096
-213
357
$573K 0.05%
16,466
358
$573K 0.05%
20,008
+1,869
359
$573K 0.05%
80,077
+1,602
360
$572K 0.05%
14,502
+3,435
361
$572K 0.05%
11,598
362
$562K 0.05%
25,219
+158
363
$561K 0.05%
10,240
+2
364
$559K 0.05%
15,327
+1,726
365
$558K 0.05%
7,828
+74
366
$557K 0.05%
56,883
+12,603
367
$556K 0.05%
10,390
-1,270
368
$554K 0.05%
6,873
+306
369
$550K 0.05%
19,480
+448
370
$549K 0.05%
2,956
+1,226
371
$547K 0.05%
+19,103
372
$545K 0.05%
24,141
-190
373
$545K 0.05%
28,086
+1,681
374
$543K 0.05%
7,986
+634
375
$542K 0.05%
6,333
+336
13 14
15
16 17