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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$509K 0.04%
+14,041
452
$509K 0.04%
2,491
+66
453
$505K 0.04%
5,984
+1,913
454
$504K 0.04%
+4,185
455
$502K 0.04%
45,128
+19,844
456
$501K 0.04%
3,245
+1,300
457
$497K 0.04%
54,898
+18,367
458
$491K 0.04%
6,100
+810
459
$491K 0.04%
+16,800
460
$490K 0.04%
20,948
-451
461
$486K 0.04%
6,432
+110
462
$485K 0.04%
5,228
+1,647
463
$483K 0.04%
3,894
+1,449
464
$480K 0.04%
2,885
+574
465
$477K 0.04%
39,938
+6,715
466
$474K 0.04%
48,082
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467
$473K 0.04%
8,701
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468
$473K 0.04%
1,500
-32
469
$472K 0.04%
7,818
+200
470
$470K 0.04%
26,626
+565
471
$465K 0.04%
30,050
+8,155
472
$461K 0.04%
16,470
-312
473
$460K 0.04%
2,589
-108
474
$459K 0.04%
3,428
-3,003
475
$457K 0.04%
24,300
+96
17 18
19
20 21