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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$914K 0.04%
21,494
-332
427
$912K 0.04%
3,169
-18
428
$911K 0.04%
10,522
+2,678
429
$900K 0.04%
31,484
+21,459
430
$895K 0.04%
4,605
+2,229
431
$895K 0.04%
20,805
-5,000
432
$891K 0.04%
14,189
-969
433
$889K 0.04%
22,888
-1,000
434
$888K 0.04%
22,062
-1,688
435
$881K 0.04%
+2,994
436
$880K 0.04%
43,389
+4,090
437
$879K 0.04%
7,404
+1,427
438
$863K 0.03%
821
+2
439
$862K 0.03%
63,848
+14,742
440
$861K 0.03%
29,030
+9,604
441
$861K 0.03%
57,273
+16,568
442
$857K 0.03%
8,306
-546
443
$853K 0.03%
23,965
-992
444
$849K 0.03%
10,625
+578
445
$849K 0.03%
4,867
-302
446
$848K 0.03%
3,149
-557
447
$845K 0.03%
11,323
-18
448
$844K 0.03%
25,340
-11,880
449
$841K 0.03%
44,117
+951
450
$837K 0.03%
10,634
+227
16 17
18
19 20