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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$556K 0.04%
5,608
-1,576
427
$556K 0.04%
8,909
+163
428
$553K 0.04%
8,296
+2,535
429
$551K 0.04%
14,592
+404
430
$550K 0.04%
+19,999
431
$547K 0.04%
6,644
+3,275
432
$546K 0.04%
817
+46
433
$544K 0.04%
3,585
+386
434
$542K 0.04%
27,211
-4,275
435
$542K 0.04%
21,460
-325
436
$539K 0.04%
20,792
437
$537K 0.04%
5,739
-8
438
$536K 0.04%
5,410
+2,959
439
$535K 0.04%
+9,235
440
$533K 0.04%
29,858
-3,025
441
$533K 0.04%
45,460
+11,010
442
$527K 0.04%
1,732
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443
$525K 0.04%
19,423
+1,056
444
$521K 0.04%
13,484
+442
445
$520K 0.04%
+2,789
446
$518K 0.04%
3,910
-492
447
$518K 0.04%
12,812
+4,862
448
$517K 0.04%
56,850
449
$516K 0.04%
19,763
+9,224
450
$515K 0.04%
3,384
+611
16 17
18
19 20