We are live on ! Find out more
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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.03M 0.05%
8,058
+506
377
$1M 0.05%
170,223
-830
378
$1M 0.05%
18,505
-2,383
379
$996K 0.05%
10,522
+1,172
380
$990K 0.05%
7,136
+53
381
$988K 0.05%
23,654
-575
382
$982K 0.05%
44,545
+2,250
383
$980K 0.05%
34,794
+27,336
384
$967K 0.04%
+45,610
385
$961K 0.04%
8,362
-15,547
386
$958K 0.04%
48,140
+7,480
387
$958K 0.04%
7,945
+1,505
388
$954K 0.04%
11,895
+1,123
389
$954K 0.04%
12,648
+2,694
390
$953K 0.04%
18,877
391
$951K 0.04%
19,714
-2,568
392
$945K 0.04%
6,066
393
$929K 0.04%
23,750
+3,500
394
$929K 0.04%
25,590
-2,016
395
$926K 0.04%
5,169
+521
396
$925K 0.04%
7,501
-580
397
$924K 0.04%
3,187
+1,038
398
$921K 0.04%
103,117
+143
399
$920K 0.04%
14,397
+1,552
400
$918K 0.04%
3,706
-230
14 15
16
17 18