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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$331K 0.05%
5,680
-1,241
402
$331K 0.05%
+25,172
403
$330K 0.05%
8,380
-250
404
$330K 0.05%
2,363
-3,001
405
$329K 0.05%
18,284
406
$328K 0.05%
6,889
+555
407
$328K 0.05%
9,748
+451
408
$327K 0.05%
1,439
409
$326K 0.05%
6,948
+294
410
$325K 0.05%
2,220
-42
411
$325K 0.05%
18,510
-20,845
412
$324K 0.05%
+5,623
413
$322K 0.05%
2,275
-58
414
$320K 0.05%
3,645
-1,366
415
$319K 0.05%
8,100
416
$315K 0.05%
980
-50
417
$311K 0.05%
3,740
-66
418
$310K 0.05%
5,602
419
$307K 0.05%
+2,002
420
$305K 0.05%
17,500
-2,000
421
$305K 0.04%
9,210
+333
422
$300K 0.04%
8,278
+1,166
423
$299K 0.04%
10,976
-1,019
424
$298K 0.04%
+3,258
425
$296K 0.04%
4,383
+235
15 16
17
18 19