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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$822K 0.04%
13,636
+1,043
427
$821K 0.04%
210,050
-10,750
428
$816K 0.04%
11,341
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429
$814K 0.04%
6,097
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430
$814K 0.04%
7,841
+1,342
431
$813K 0.04%
4,342
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432
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6,153
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433
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+16,033
434
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435
$808K 0.04%
1,121
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436
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11,540
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437
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23,713
+16,772
438
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16,322
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439
$801K 0.04%
71,875
-2,345
440
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10,701
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444
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39,299
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445
$788K 0.04%
819
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446
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11,643
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447
$784K 0.04%
9,543
-1,517
448
$778K 0.04%
7,273
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449
$777K 0.04%
1,860
+614
450
$772K 0.04%
15,475
-820
16 17
18
19 20