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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$265K 0.05%
+6,758
377
$264K 0.05%
12,135
+1,035
378
$261K 0.05%
2,608
-55
379
$260K 0.05%
3,597
380
$258K 0.05%
8,413
381
$257K 0.05%
+581
382
$256K 0.05%
2,398
+360
383
$256K 0.05%
5,812
-96
384
$255K 0.05%
1,979
+305
385
$255K 0.05%
9,792
+381
386
$254K 0.05%
1,821
+398
387
$254K 0.05%
38,200
+21,500
388
$253K 0.05%
55,900
-23,810
389
$253K 0.05%
1,135
-19
390
$251K 0.05%
922
+204
391
$249K 0.05%
+3,122
392
$247K 0.05%
29,894
+10,139
393
$247K 0.05%
2,235
+9
394
$246K 0.05%
2,262
-179
395
$245K 0.05%
2,399
-193
396
$244K 0.05%
4,408
-97
397
$244K 0.05%
6,654
-1,356
398
$244K 0.05%
30,500
+1,000
399
$243K 0.05%
4,481
-200
400
$243K 0.05%
+6,708
14 15
16
17 18