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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$836K 0.03%
10,651
+1,108
452
$834K 0.03%
4,280
-62
453
$832K 0.03%
16,675
+1,200
454
$830K 0.03%
40,581
-8,873
455
$830K 0.03%
+16,560
456
$823K 0.03%
+28,425
457
$820K 0.03%
64,087
-14,546
458
$810K 0.03%
7,887
+55
459
$809K 0.03%
7,500
-725
460
$807K 0.03%
7,392
-8,027
461
$806K 0.03%
+9,372
462
$805K 0.03%
7,873
+32
463
$804K 0.03%
7,295
+501
464
$803K 0.03%
66,409
+15,376
465
$798K 0.03%
41,512
+17,532
466
$788K 0.03%
41,860
+5,250
467
$782K 0.03%
11,955
+415
468
$780K 0.03%
15,282
-280
469
$777K 0.03%
15,967
+3,383
470
$777K 0.03%
262
+100
471
$768K 0.03%
2,448
+1,285
472
$765K 0.03%
20,312
+10,637
473
$763K 0.03%
14,415
+8,742
474
$763K 0.03%
19,890
-18,144
475
$760K 0.03%
97,455
+3,160
17 18
19
20 21