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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 0.49%
53,359
-10,690
27
$5.39M 0.49%
61,774
+14,840
28
$5.34M 0.48%
56,240
+1,488
29
$5.19M 0.47%
54,223
+3,283
30
$5.17M 0.47%
45,791
+562
31
$5.15M 0.47%
232,623
-14,859
32
$5.13M 0.46%
170,144
+89,864
33
$5.01M 0.45%
28,179
-4,310
34
$4.97M 0.45%
17,994
+1,191
35
$4.63M 0.42%
+105,073
36
$4.62M 0.42%
141,160
+63,306
37
$4.6M 0.42%
132,541
+4,454
38
$4.57M 0.41%
34,018
+343
39
$4.53M 0.41%
49,926
+12,698
40
$4.51M 0.41%
16,875
+2,071
41
$4.48M 0.41%
122,612
+30,841
42
$4.43M 0.4%
41,325
+551
43
$4.28M 0.39%
306,488
+62,852
44
$4.15M 0.38%
101,078
+8,102
45
$4.14M 0.38%
245,235
+86,891
46
$4.08M 0.37%
68,708
+15,878
47
$3.91M 0.35%
42,889
-316
48
$3.85M 0.35%
64,240
+2,937
49
$3.75M 0.34%
26,093
-2,120
50
$3.7M 0.34%
27,398
+887
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