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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$452K 0.05%
5,730
+2,205
402
$446K 0.05%
71,795
+3,495
403
$442K 0.05%
10,329
+4,026
404
$441K 0.05%
+9,409
405
$440K 0.05%
7,122
-687
406
$439K 0.05%
2,481
407
$439K 0.05%
19,791
+8,560
408
$438K 0.05%
3,986
-6
409
$436K 0.05%
2,588
-642
410
$436K 0.05%
51,571
-3,671
411
$434K 0.05%
6,613
+1,617
412
$434K 0.05%
1,780
-23
413
$431K 0.05%
1,434
+33
414
$430K 0.05%
1,838
-869
415
$429K 0.05%
932
-586
416
$426K 0.05%
3,690
-1,426
417
$426K 0.05%
27,112
+1,033
418
$425K 0.05%
9,390
-355
419
$425K 0.05%
26,232
-85
420
$423K 0.04%
2,500
421
$420K 0.04%
19,623
+2,423
422
$420K 0.04%
5,000
+1,750
423
$419K 0.04%
60,790
+3,656
424
$419K 0.04%
47,162
+9,611
425
$419K 0.04%
+8,017
15 16
17
18 19