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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.22M 0.55%
16,377
+893
27
$5.18M 0.55%
52,068
-5,262
28
$5.05M 0.54%
28,729
+379
29
$5M 0.53%
79,230
+12,112
30
$4.98M 0.53%
272,891
+39,111
31
$4.79M 0.51%
43,710
-2,735
32
$4.44M 0.47%
83,980
+670
33
$4.43M 0.47%
11,195
-554
34
$4.41M 0.47%
59,525
+4,422
35
$4.32M 0.46%
33,013
-4,000
36
$4.24M 0.45%
40,900
-1,200
37
$4.22M 0.45%
107,312
+20,170
38
$4.17M 0.44%
192,008
+38,078
39
$4.15M 0.44%
105,077
+26,784
40
$4.12M 0.44%
14,824
-237
41
$4.08M 0.43%
31,267
+5,029
42
$4.07M 0.43%
36,153
+2,822
43
$3.92M 0.42%
32,120
+1,160
44
$3.82M 0.41%
19,034
+2,510
45
$3.79M 0.4%
33,937
+825
46
$3.72M 0.39%
15,528
-263
47
$3.68M 0.39%
12,616
+1,161
48
$3.66M 0.39%
69,539
+6,963
49
$3.66M 0.39%
49,506
+1,238
50
$3.56M 0.38%
22,911
+1,287
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