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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$416K 0.05%
8,380
377
$415K 0.05%
21,211
+2,300
378
$415K 0.05%
68,300
+11,000
379
$414K 0.05%
6,084
+1,108
380
$405K 0.05%
2,358
-475
381
$401K 0.05%
1,629
+9
382
$400K 0.05%
5,342
+52
383
$399K 0.05%
26,317
-500
384
$395K 0.05%
1,068
-400
385
$392K 0.05%
2,950
+675
386
$391K 0.05%
+6,726
387
$386K 0.05%
26,079
-4,337
388
$384K 0.05%
5,224
-399
389
$384K 0.05%
4,969
-851
390
$382K 0.05%
837
+51
391
$382K 0.05%
+1,803
392
$381K 0.05%
+17,755
393
$381K 0.05%
57,134
-53,878
394
$380K 0.05%
3,862
+1,387
395
$380K 0.05%
34,245
396
$378K 0.05%
+52,050
397
$378K 0.05%
4,459
+1,610
398
$377K 0.05%
2,861
+191
399
$374K 0.05%
+14,750
400
$372K 0.05%
+3,800
14 15
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