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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$408K 0.04%
1,690
+316
452
$408K 0.04%
20,189
-500
453
$407K 0.04%
25,795
-950
454
$405K 0.04%
1,789
455
$403K 0.04%
10,508
-1,625
456
$398K 0.04%
32,850
+5,000
457
$396K 0.04%
29,336
-456
458
$394K 0.04%
2,655
-35
459
$392K 0.04%
2,758
+468
460
$390K 0.04%
566
461
$390K 0.04%
+2,349
462
$389K 0.04%
4,302
+10
463
$388K 0.04%
+48,850
464
$388K 0.04%
3,016
+8
465
$387K 0.04%
47,234
+289
466
$387K 0.04%
+10,785
467
$385K 0.03%
4,624
+2,017
468
$384K 0.03%
2,745
+480
469
$383K 0.03%
5,942
+951
470
$380K 0.03%
+2,727
471
$380K 0.03%
9,230
-400
472
$377K 0.03%
8,060
-60
473
$377K 0.03%
+2,850
474
$377K 0.03%
8,547
+500
475
$376K 0.03%
5,433
+1,029
17 18
19
20 21