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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$318K 0.04%
6,476
+81
452
$315K 0.04%
5,176
+1,784
453
$312K 0.04%
3,781
+41
454
$312K 0.04%
6,078
+480
455
$312K 0.04%
+9,552
456
$308K 0.04%
6,816
+1,660
457
$307K 0.04%
+1,763
458
$307K 0.04%
+5,850
459
$306K 0.04%
+16,955
460
$305K 0.04%
+7,051
461
$304K 0.04%
9,474
+1,044
462
$304K 0.04%
6,254
+1,211
463
$303K 0.04%
+9,481
464
$303K 0.04%
+5,687
465
$303K 0.04%
7,071
+108
466
$302K 0.04%
+14,203
467
$301K 0.04%
+2,421
468
$300K 0.04%
+13,569
469
$300K 0.04%
4,104
-3,358
470
$299K 0.04%
+6,185
471
$299K 0.04%
4,803
+1,076
472
$297K 0.04%
3,407
-474
473
$295K 0.04%
2,743
+211
474
$294K 0.04%
4,264
-117
475
$294K 0.04%
3,420
+80
17 18
19
20 21