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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$243K 0.05%
23,567
+5,191
402
$242K 0.05%
8,630
+500
403
$241K 0.05%
2,075
+17
404
$239K 0.04%
4,136
405
$238K 0.04%
6,927
-1,651
406
$237K 0.04%
8,122
-3,164
407
$235K 0.04%
+3,454
408
$235K 0.04%
+8,240
409
$234K 0.04%
2,297
-238
410
$231K 0.04%
22,461
411
$230K 0.04%
2,636
-463
412
$230K 0.04%
+2,157
413
$229K 0.04%
8,888
414
$229K 0.04%
10,449
-502
415
$228K 0.04%
16,528
+789
416
$228K 0.04%
+19,500
417
$227K 0.04%
+5,178
418
$227K 0.04%
3,892
-263
419
$226K 0.04%
+7,112
420
$226K 0.04%
+8,925
421
$226K 0.04%
1,000
-147
422
$226K 0.04%
+1,147
423
$226K 0.04%
+1,771
424
$225K 0.04%
9,297
-295
425
$225K 0.04%
14,182
+2,113
15 16
17
18 19