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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$912K 0.04%
49,454
-154,322
402
$910K 0.04%
7,752
+1,756
403
$907K 0.04%
23,888
-215
404
$907K 0.04%
10,407
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405
$906K 0.04%
16,679
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406
$903K 0.04%
24,957
-4,868
407
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40,191
+16,600
408
$885K 0.04%
+74,455
409
$881K 0.04%
5,339
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410
$880K 0.04%
7,706
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411
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30,413
+2,644
412
$876K 0.04%
+8,225
413
$874K 0.04%
16,150
+1,082
414
$873K 0.04%
7,603
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415
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5,120
-43,630
416
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15,562
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417
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+1,028
418
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181,136
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419
$851K 0.04%
21,826
-738
420
$850K 0.04%
11,459
-647
421
$850K 0.04%
43,166
+2,993
422
$844K 0.04%
10,132
-213
423
$835K 0.04%
19,253
+2,747
424
$831K 0.04%
3,327
+467
425
$823K 0.04%
29,550
-5,300
15 16
17
18 19