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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$771K 0.04%
6,794
+58
452
$768K 0.04%
81,000
-8,300
453
$768K 0.04%
3,144
-114
454
$764K 0.04%
17,615
+500
455
$764K 0.04%
8,312
+1,927
456
$763K 0.04%
7,291
+3,307
457
$762K 0.04%
11,366
-134
458
$756K 0.03%
29,903
+15,143
459
$755K 0.03%
49,743
+5,376
460
$754K 0.03%
7,362
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461
$753K 0.03%
49,106
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462
$750K 0.03%
16,152
+332
463
$747K 0.03%
19,396
-1,042
464
$745K 0.03%
39,725
+9,460
465
$744K 0.03%
10,157
-5,276
466
$739K 0.03%
+7,233
467
$739K 0.03%
17,030
-2,862
468
$737K 0.03%
+22,350
469
$733K 0.03%
7,576
+48
470
$730K 0.03%
19,700
+422
471
$726K 0.03%
20,255
-5,950
472
$726K 0.03%
34,306
+1,570
473
$724K 0.03%
5,855
+1,622
474
$717K 0.03%
6,059
+199
475
$715K 0.03%
42,925
+650
17 18
19
20 21