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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.63M 0.53%
63,869
+4,877
27
$6.55M 0.52%
86,784
+16,948
28
$6.38M 0.51%
50,006
+4,175
29
$6.21M 0.5%
27,561
+106
30
$6.21M 0.5%
58,820
+12,550
31
$6.12M 0.49%
196,052
+151,800
32
$6.11M 0.49%
19,793
+3,016
33
$6.05M 0.48%
37,973
+1,914
34
$6.02M 0.48%
52,689
+1,020
35
$5.95M 0.48%
28,074
+3,701
36
$5.86M 0.47%
59,758
+19,111
37
$5.75M 0.46%
314,481
+15,989
38
$5.68M 0.45%
171,347
+26,525
39
$5.53M 0.44%
74,841
+5,369
40
$5.43M 0.43%
167,775
+133,550
41
$5.41M 0.43%
18,335
+830
42
$5.3M 0.42%
46,075
+9,463
43
$5.26M 0.42%
104,327
+315
44
$5.17M 0.41%
409,885
+78,732
45
$5.1M 0.41%
150,736
+13,790
46
$4.89M 0.39%
23,033
+227
47
$4.89M 0.39%
97,184
+20,474
48
$4.8M 0.38%
22,199
+19,131
49
$4.69M 0.37%
120,493
+23,746
50
$4.53M 0.36%
29,415
+2,325
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