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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$434K 0.04%
8,239
+415
427
$433K 0.04%
46,972
+3,310
428
$431K 0.04%
+19,805
429
$429K 0.04%
8,491
+556
430
$428K 0.04%
1,298
+145
431
$426K 0.04%
12,973
-3,736
432
$424K 0.04%
15,735
-894
433
$423K 0.04%
1,842
-191
434
$422K 0.04%
+1,548
435
$422K 0.04%
7,670
-270
436
$422K 0.04%
10,141
+5,643
437
$421K 0.04%
19,743
+3,748
438
$420K 0.04%
16,700
+3,600
439
$420K 0.04%
25,698
+8,020
440
$418K 0.04%
36,772
+18,123
441
$417K 0.04%
52,319
+32,729
442
$417K 0.04%
27,069
+3,506
443
$416K 0.04%
756
+101
444
$416K 0.04%
+18,350
445
$416K 0.04%
+10,350
446
$414K 0.04%
14,055
-600
447
$413K 0.04%
11,670
+352
448
$413K 0.04%
8,208
+704
449
$410K 0.04%
2,764
+1,279
450
$410K 0.04%
+15,207
16 17
18
19 20