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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$346K 0.04%
+6,792
427
$346K 0.04%
1,079
-52
428
$346K 0.04%
1,401
+164
429
$345K 0.04%
2,586
-10
430
$342K 0.04%
+7,492
431
$342K 0.04%
+5,634
432
$340K 0.04%
3,335
-158
433
$338K 0.04%
8,582
+304
434
$336K 0.04%
9,966
+756
435
$336K 0.04%
5,957
+355
436
$334K 0.04%
4,893
+510
437
$334K 0.04%
8,100
438
$333K 0.04%
3,908
-432
439
$332K 0.04%
+5,863
440
$331K 0.04%
+3,300
441
$330K 0.04%
14,823
-5,592
442
$328K 0.04%
18,205
-4,256
443
$325K 0.04%
10,180
+1,725
444
$325K 0.04%
10,191
-68
445
$324K 0.04%
6,629
-299
446
$324K 0.04%
+5,488
447
$323K 0.04%
37,551
-11,888
448
$320K 0.04%
17,200
+1,100
449
$319K 0.04%
16,000
-1,500
450
$318K 0.04%
+4,996
16 17
18
19 20