We are live on ! Find out more
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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$415K 0.04%
1,143
+75
427
$415K 0.04%
4,910
+451
428
$414K 0.04%
4,652
+797
429
$412K 0.04%
+4,558
430
$406K 0.04%
5,218
+2
431
$405K 0.04%
+25,750
432
$404K 0.04%
19,997
-1,214
433
$404K 0.04%
23,578
-289
434
$404K 0.04%
2,495
+581
435
$403K 0.04%
3,822
+1,245
436
$402K 0.04%
8,259
+300
437
$401K 0.04%
4,700
-269
438
$399K 0.04%
1,626
-618
439
$399K 0.04%
1,376
+600
440
$399K 0.04%
7,004
+410
441
$395K 0.04%
+909
442
$394K 0.04%
20,053
-100
443
$393K 0.04%
2,870
-451
444
$388K 0.04%
6,418
+1,615
445
$387K 0.04%
12,502
+3,021
446
$387K 0.04%
9,958
+110
447
$387K 0.04%
4,217
+1,460
448
$385K 0.04%
2,776
+711
449
$385K 0.04%
6,746
+1,112
450
$384K 0.04%
6,733
+1,046
16 17
18
19 20