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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$295K 0.04%
+954
427
$295K 0.04%
5,712
-100
428
$292K 0.04%
2,529
-1,354
429
$292K 0.04%
7,714
+1,735
430
$291K 0.04%
33,092
+5,564
431
$291K 0.04%
5,748
-996
432
$290K 0.04%
601
433
$286K 0.04%
+2,116
434
$286K 0.04%
1,237
+102
435
$285K 0.04%
46,197
+13,395
436
$285K 0.04%
30,494
+600
437
$283K 0.04%
1,866
-1,016
438
$282K 0.04%
44,541
+11,900
439
$281K 0.04%
6,928
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440
$280K 0.04%
5,598
+420
441
$278K 0.04%
+1,131
442
$278K 0.04%
+4,200
443
$278K 0.04%
11,300
-841
444
$277K 0.04%
+8,455
445
$277K 0.04%
8,672
+550
446
$276K 0.04%
15,965
-4,673
447
$272K 0.04%
4,381
-100
448
$272K 0.04%
1,979
449
$270K 0.04%
9,792
450
$269K 0.04%
2,532
+225
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