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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.21M 0.05%
12,426
+7,350
352
$1.2M 0.05%
9,949
-7,090
353
$1.2M 0.05%
11,868
+289
354
$1.2M 0.05%
44,132
+31,047
355
$1.2M 0.05%
19,893
+2,292
356
$1.2M 0.05%
17,557
+1,752
357
$1.2M 0.05%
20,556
+9,198
358
$1.19M 0.05%
+39,047
359
$1.18M 0.05%
19,935
-6,699
360
$1.18M 0.05%
15,072
-958
361
$1.18M 0.05%
43,018
+20,389
362
$1.17M 0.05%
25,621
+11,073
363
$1.17M 0.05%
54,793
+5,898
364
$1.17M 0.05%
3,789
-303
365
$1.17M 0.05%
142,049
+20,594
366
$1.16M 0.05%
71,378
-1,171
367
$1.16M 0.05%
+19,010
368
$1.15M 0.05%
45,888
+15,985
369
$1.15M 0.05%
12,450
+1,135
370
$1.15M 0.05%
10,051
+1,993
371
$1.15M 0.05%
70,650
-20,057
372
$1.14M 0.05%
23,464
-251
373
$1.14M 0.05%
10,309
+2,603
374
$1.13M 0.05%
60,528
-7,555
375
$1.13M 0.05%
5,453
+3,432
13 14
15
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