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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 0.59%
14,603
+384
27
$3.99M 0.59%
15,005
+274
28
$3.96M 0.58%
31,844
+16,831
29
$3.9M 0.58%
81,240
+24,894
30
$3.88M 0.57%
10,344
-4,604
31
$3.5M 0.52%
71,871
+45,341
32
$3.47M 0.51%
75,420
+62,875
33
$3.34M 0.49%
86,716
+27,407
34
$3.2M 0.47%
14,929
-554
35
$3.18M 0.47%
29,704
+1,006
36
$3.18M 0.47%
42,750
-5,200
37
$3.1M 0.46%
21,927
-2,570
38
$3.07M 0.45%
28,655
+4,561
39
$3.03M 0.45%
46,632
-1,182
40
$3.02M 0.45%
32,999
-8,324
41
$2.97M 0.44%
190,122
+84,401
42
$2.91M 0.43%
49,606
+2,850
43
$2.84M 0.42%
8,264
+1,161
44
$2.84M 0.42%
7,946
-350
45
$2.83M 0.42%
32,240
+240
46
$2.75M 0.41%
66,667
+22,291
47
$2.67M 0.39%
30,322
+5,339
48
$2.67M 0.39%
29,098
+5,166
49
$2.67M 0.39%
20,993
-2,090
50
$2.66M 0.39%
122,375
+6,411
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