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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$225K 0.04%
+16,439
427
$223K 0.04%
8,125
-1,777
428
$223K 0.04%
+13,300
429
$223K 0.04%
1,494
-366
430
$222K 0.04%
1,579
-1,169
431
$221K 0.04%
1,371
-6
432
$220K 0.04%
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433
$220K 0.04%
10,010
+3,410
434
$220K 0.04%
+7,355
435
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+1,116
436
$218K 0.04%
5,039
+455
437
$216K 0.04%
+1,190
438
$216K 0.04%
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439
$215K 0.04%
+2,470
440
$214K 0.04%
1,709
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441
$213K 0.04%
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442
$212K 0.04%
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443
$210K 0.04%
8,121
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444
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+25,000
445
$209K 0.04%
820
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446
$207K 0.04%
8,100
447
$207K 0.04%
14,981
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448
$207K 0.04%
+3,506
449
$207K 0.04%
20,638
-6,675
450
$205K 0.04%
17,388
+144
16 17
18
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