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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.13M 0.05%
4,246
+277
377
$1.13M 0.05%
36,232
+807
378
$1.11M 0.04%
52,900
-690
379
$1.11M 0.04%
8,011
-291
380
$1.11M 0.04%
3,715
-28
381
$1.1M 0.04%
6,518
+599
382
$1.1M 0.04%
41,205
-3,068
383
$1.09M 0.04%
4,833
+505
384
$1.09M 0.04%
22,607
+2,893
385
$1.08M 0.04%
17,281
+9,331
386
$1.07M 0.04%
7,137
-341
387
$1.07M 0.04%
6,839
+634
388
$1.07M 0.04%
27,281
-1,321
389
$1.06M 0.04%
4,250
-1,578
390
$1.06M 0.04%
1,957
+1,250
391
$1.06M 0.04%
70,358
-1,283
392
$1.05M 0.04%
13,000
-1,429
393
$1.05M 0.04%
30,940
-17,395
394
$1.05M 0.04%
33,819
-416
395
$1.05M 0.04%
16,699
-495
396
$1.04M 0.04%
1,325
+3
397
$1.04M 0.04%
9,145
+1,542
398
$1.04M 0.04%
25,149
+4,608
399
$1.04M 0.04%
7,550
+2,430
400
$1.04M 0.04%
6,056
-10
14 15
16
17 18