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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$372K 0.05%
2,478
+853
402
$371K 0.05%
5,568
403
$370K 0.05%
7,725
+836
404
$369K 0.05%
1,028
+48
405
$367K 0.05%
10,093
+1,421
406
$367K 0.05%
1,812
+157
407
$366K 0.05%
5,216
-5,108
408
$365K 0.05%
29,225
-369
409
$364K 0.05%
1,405
-34
410
$364K 0.05%
14,507
-10,443
411
$363K 0.05%
+6,602
412
$363K 0.05%
+8,850
413
$363K 0.05%
9,848
+100
414
$362K 0.05%
7,959
415
$361K 0.05%
3,855
+1,538
416
$358K 0.05%
7,152
+1,404
417
$357K 0.05%
13,429
-2,536
418
$357K 0.05%
+20,153
419
$357K 0.05%
6,594
+23
420
$356K 0.05%
5,808
-2,181
421
$356K 0.05%
18,920
+636
422
$355K 0.05%
2,731
-80
423
$354K 0.05%
5,701
+390
424
$348K 0.05%
2,473
+110
425
$346K 0.04%
6,332
-9,238
15 16
17
18 19