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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$691K 0.06%
9,004
-4
377
$688K 0.06%
7,393
+1,096
378
$687K 0.06%
8,029
-287
379
$686K 0.05%
17,325
+1,725
380
$682K 0.05%
42,745
-26
381
$680K 0.05%
80,444
+9,690
382
$675K 0.05%
4,814
+877
383
$673K 0.05%
22,541
+1,700
384
$668K 0.05%
47,375
+500
385
$661K 0.05%
37,756
+2,278
386
$660K 0.05%
17,541
+9,346
387
$660K 0.05%
+22,055
388
$658K 0.05%
2,907
-13
389
$654K 0.05%
127,943
+72,665
390
$652K 0.05%
6,758
+166
391
$648K 0.05%
5,690
392
$646K 0.05%
12,399
+400
393
$643K 0.05%
2,815
+1,125
394
$642K 0.05%
12,700
-613
395
$638K 0.05%
+6,813
396
$638K 0.05%
10,945
+3,476
397
$633K 0.05%
33,160
-125
398
$625K 0.05%
2,827
+999
399
$622K 0.05%
15,420
+4,546
400
$622K 0.05%
8,847
+4,975
14 15
16
17 18