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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$605K 0.05%
5,405
+734
402
$605K 0.05%
33,054
+7,356
403
$604K 0.05%
19,103
404
$604K 0.05%
57,000
+8,150
405
$599K 0.05%
1,983
+329
406
$598K 0.05%
30,085
-1,217
407
$597K 0.05%
25,970
-2,963
408
$596K 0.05%
12,025
+1,870
409
$596K 0.05%
12,466
-354
410
$591K 0.05%
29,676
+12,657
411
$591K 0.05%
18,159
-8,245
412
$587K 0.05%
+45,885
413
$579K 0.05%
2,265
-548
414
$576K 0.05%
+6,657
415
$576K 0.05%
8,813
-185
416
$575K 0.05%
700
-67
417
$574K 0.05%
56,556
+6,181
418
$573K 0.05%
8,547
+2,620
419
$572K 0.05%
39,450
420
$568K 0.05%
9,172
+1,072
421
$567K 0.05%
+9,000
422
$562K 0.05%
12,073
-4
423
$562K 0.04%
9,763
+296
424
$561K 0.04%
30,219
+14,846
425
$560K 0.04%
10,578
+2
15 16
17
18 19