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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$493K 0.04%
21,412
-276
402
$491K 0.04%
21,020
-20,480
403
$484K 0.04%
11,007
+550
404
$483K 0.04%
21,245
+3,740
405
$481K 0.04%
9,657
-103
406
$481K 0.04%
3,780
-587
407
$478K 0.04%
38,127
+13,901
408
$476K 0.04%
12,765
-1,110
409
$476K 0.04%
4,765
-460
410
$470K 0.04%
18,800
+7,000
411
$468K 0.04%
1,616
-153
412
$464K 0.04%
11,132
-49
413
$464K 0.04%
1,583
-2
414
$463K 0.04%
+3,500
415
$459K 0.04%
6,530
-250
416
$458K 0.04%
5,767
+1,652
417
$456K 0.04%
8,786
-153
418
$455K 0.04%
5,515
-452
419
$454K 0.04%
6,761
+646
420
$449K 0.04%
6,442
-281
421
$449K 0.04%
26,696
+2,622
422
$446K 0.04%
2,622
+393
423
$440K 0.04%
14,988
+3,640
424
$439K 0.04%
7,590
-4,773
425
$436K 0.04%
+12,770
15 16
17
18 19