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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.04M 0.04%
4,152
+825
402
$1.03M 0.04%
7,635
-1,865
403
$1.03M 0.04%
4,166
+2,631
404
$1.03M 0.04%
4,796
+675
405
$1.01M 0.04%
8,481
+119
406
$1.01M 0.04%
121,354
+18,237
407
$1.01M 0.04%
25,354
+18,336
408
$1.01M 0.04%
25,356
+1,142
409
$1,000K 0.04%
13,350
+702
410
$992K 0.04%
85,815
+11,360
411
$991K 0.04%
603
+263
412
$989K 0.04%
19,151
+2,472
413
$985K 0.04%
44,320
+4,129
414
$985K 0.04%
13,063
+5,579
415
$968K 0.04%
44,520
-25
416
$964K 0.04%
60,410
+14,800
417
$962K 0.04%
+5,608
418
$959K 0.04%
13,203
+1,744
419
$959K 0.04%
10,700
-1,195
420
$955K 0.04%
203,100
+9,800
421
$953K 0.04%
7,778
+277
422
$940K 0.04%
10,316
+2,004
423
$930K 0.04%
12,879
+1,513
424
$923K 0.04%
21,917
+2,664
425
$915K 0.04%
25,390
-200
15 16
17
18 19