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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.1M 0.05%
121,455
+14,306
352
$1.1M 0.05%
68,083
-15,508
353
$1.09M 0.05%
78,633
-7,900
354
$1.08M 0.05%
193,300
-500
355
$1.08M 0.05%
24,214
-870
356
$1.08M 0.05%
11,315
-916
357
$1.08M 0.05%
3,743
+151
358
$1.07M 0.05%
8,302
+478
359
$1.07M 0.05%
3,969
+64
360
$1.07M 0.05%
35,425
-550
361
$1.07M 0.05%
69,225
+34,950
362
$1.06M 0.05%
4,328
+68
363
$1.06M 0.05%
15,805
+10,375
364
$1.06M 0.05%
17,601
+3,271
365
$1.06M 0.05%
11,579
-970
366
$1.06M 0.05%
17,194
+3,392
367
$1.06M 0.05%
46,037
+11,083
368
$1.06M 0.05%
6,205
-436
369
$1.05M 0.05%
21,200
-500
370
$1.05M 0.05%
70,742
-9,260
371
$1.05M 0.05%
4,121
+2,230
372
$1.05M 0.05%
48,895
+1,129
373
$1.05M 0.05%
10,299
-1,000
374
$1.04M 0.05%
34,235
+2,400
375
$1.04M 0.05%
5,919
-481
13 14
15
16 17