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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$486K 0.05%
8,026
+1,300
377
$485K 0.05%
1,795
-112
378
$484K 0.05%
2,700
+868
379
$479K 0.05%
7,925
+853
380
$477K 0.05%
9,946
+2,221
381
$475K 0.05%
+35,823
382
$475K 0.05%
9,079
+2,477
383
$474K 0.05%
6,925
+22
384
$473K 0.05%
10,598
+1,748
385
$472K 0.05%
26,077
+1,931
386
$471K 0.05%
11,741
+1,648
387
$468K 0.05%
5,663
+1,882
388
$466K 0.05%
6,142
+58
389
$466K 0.05%
14,310
+60
390
$461K 0.05%
10,650
+4,465
391
$460K 0.05%
937
-375
392
$459K 0.05%
8,380
+2,048
393
$456K 0.05%
1,674
+45
394
$456K 0.05%
4,148
+848
395
$455K 0.05%
+2,032
396
$455K 0.05%
1,191
+163
397
$455K 0.05%
+21,762
398
$454K 0.05%
39,350
399
$454K 0.05%
9,500
+3,100
400
$453K 0.05%
5,175
+175
14 15
16
17 18