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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$541K 0.05%
+29,914
377
$539K 0.05%
32,365
-62,782
378
$536K 0.05%
10,701
+466
379
$533K 0.05%
8,732
+1,617
380
$533K 0.05%
2,016
+71
381
$533K 0.05%
1,050
-17
382
$531K 0.05%
11,773
383
$530K 0.05%
34,563
384
$527K 0.05%
30,654
+1,365
385
$526K 0.05%
12,122
-1,650
386
$522K 0.05%
11,899
+1,800
387
$521K 0.05%
2,954
-4
388
$520K 0.05%
5,724
389
$520K 0.05%
5,080
-1,202
390
$510K 0.05%
11,608
+6,481
391
$509K 0.05%
11,155
+718
392
$509K 0.05%
103,900
+86,500
393
$507K 0.05%
25,020
-450
394
$506K 0.05%
11,350
+1,350
395
$503K 0.05%
13,067
+646
396
$503K 0.05%
+20,792
397
$500K 0.05%
2,327
+349
398
$500K 0.05%
100,928
+25,677
399
$499K 0.05%
6,184
+1,879
400
$495K 0.04%
17,855
14 15
16
17 18