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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$382K 0.04%
7,322
+1,514
452
$381K 0.04%
+18,224
453
$379K 0.04%
9,316
-2,432
454
$379K 0.04%
19,480
-9,440
455
$379K 0.04%
34,695
+450
456
$376K 0.04%
6,012
+311
457
$376K 0.04%
8,380
458
$375K 0.04%
16,940
+3,371
459
$374K 0.04%
+4,159
460
$374K 0.04%
3,652
-210
461
$374K 0.04%
19,714
-4,833
462
$373K 0.04%
18,920
463
$372K 0.04%
18,003
+3,556
464
$369K 0.04%
3,838
+38
465
$366K 0.04%
7,211
-4,561
466
$365K 0.04%
7,060
+268
467
$365K 0.04%
2,255
-331
468
$363K 0.04%
+24,738
469
$363K 0.04%
10,580
+400
470
$360K 0.04%
+5,945
471
$357K 0.04%
3,944
+1,134
472
$357K 0.04%
7,355
+1,101
473
$357K 0.04%
52,841
+8,300
474
$356K 0.04%
+2,284
475
$356K 0.04%
+6,152
17 18
19
20 21