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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$761K 0.06%
3,147
+641
352
$757K 0.06%
81,325
353
$753K 0.06%
+7,557
354
$752K 0.06%
3,086
-7
355
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1,300
+143
356
$741K 0.06%
8,149
-1,804
357
$740K 0.06%
17,523
-2,345
358
$736K 0.06%
47,430
-32,854
359
$732K 0.06%
13,359
+184
360
$730K 0.06%
7,453
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361
$722K 0.06%
20,565
+170
362
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14,219
+632
363
$720K 0.06%
26,404
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364
$720K 0.06%
10,765
-876
365
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8,968
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66,930
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4,187
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368
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7,700
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9,315
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$707K 0.06%
18,600
-100
371
$705K 0.06%
10,119
-25
372
$705K 0.06%
5,217
-656
373
$701K 0.06%
4,751
+1,619
374
$699K 0.06%
8,672
+501
375
$695K 0.06%
15,413
-2,201
13 14
15
16 17