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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$363K 0.05%
28,047
+4,480
377
$362K 0.05%
1,759
+388
378
$359K 0.05%
29,594
-1,299
379
$358K 0.05%
2,027
+242
380
$356K 0.05%
3,493
+1,196
381
$355K 0.05%
+2,190
382
$354K 0.05%
3,261
383
$354K 0.05%
2,670
+271
384
$353K 0.05%
8,700
+530
385
$352K 0.05%
34,245
+1,050
386
$351K 0.05%
2,811
-8,502
387
$348K 0.05%
1,655
+228
388
$347K 0.05%
7,959
-200
389
$346K 0.05%
6,489
+420
390
$345K 0.05%
13,147
+9
391
$345K 0.05%
+14,629
392
$344K 0.05%
9,480
+2,125
393
$344K 0.05%
6,571
-819
394
$343K 0.05%
6,064
+1,025
395
$342K 0.05%
17,448
-24,102
396
$341K 0.05%
22,461
397
$339K 0.05%
3,881
+208
398
$337K 0.05%
+11,820
399
$334K 0.05%
10,259
+277
400
$334K 0.05%
5,311
-27
14 15
16
17 18