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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.7M 0.61%
29,362
-3,878
27
$4.47M 0.58%
44,248
+11,249
28
$4.44M 0.57%
37,013
+5,169
29
$4.35M 0.56%
83,310
+320
30
$4.23M 0.55%
14,357
-246
31
$4.17M 0.54%
10,470
+126
32
$4.14M 0.54%
11,749
+624
33
$4.02M 0.52%
15,791
+862
34
$3.85M 0.5%
15,061
+4,127
35
$3.82M 0.49%
55,103
+24,709
36
$3.75M 0.48%
67,118
+451
37
$3.68M 0.48%
42,100
-650
38
$3.62M 0.47%
33,112
+4,457
39
$3.61M 0.47%
33,331
+3,627
40
$3.52M 0.46%
153,930
+31,555
41
$3.41M 0.44%
53,242
+3,989
42
$3.35M 0.43%
57,597
+7,991
43
$3.35M 0.43%
87,142
+426
44
$3.3M 0.43%
22,444
+517
45
$3.29M 0.43%
21,624
+631
46
$3.25M 0.42%
71,763
-9,477
47
$3.21M 0.41%
48,268
+1,636
48
$3.19M 0.41%
30,960
-1,280
49
$3.09M 0.4%
184,168
-5,954
50
$3.06M 0.4%
16,524
+2,271
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