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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.59%
24,497
+1,761
27
$2.91M 0.55%
23,450
-524
28
$2.9M 0.55%
17,032
+1,806
29
$2.82M 0.53%
77,530
+13,200
30
$2.81M 0.53%
8,296
-914
31
$2.79M 0.52%
47,814
+10,026
32
$2.78M 0.52%
46,756
+1,104
33
$2.69M 0.51%
47,950
+150
34
$2.63M 0.49%
56,346
-2,238
35
$2.58M 0.49%
478
-481
36
$2.56M 0.48%
15,483
+1,207
37
$2.51M 0.47%
28,698
+831
38
$2.5M 0.47%
115,964
+14,889
39
$2.47M 0.47%
28,590
+2,884
40
$2.42M 0.45%
46,722
+21,568
41
$2.41M 0.45%
8,701
+715
42
$2.34M 0.44%
32,000
-2,040
43
$2.34M 0.44%
18,488
+4,057
44
$2.34M 0.44%
28,157
+3,618
45
$2.28M 0.43%
10,706
-1,668
46
$2.22M 0.42%
23,083
-4,415
47
$2.2M 0.41%
24,983
+3,369
48
$2.19M 0.41%
7,103
+678
49
$2.16M 0.41%
59,309
+22,162
50
$2.14M 0.4%
106,081
+13,878
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