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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 0.5%
83,317
-46,964
27
$10.6M 0.49%
118,089
+10,815
28
$10.5M 0.48%
32,759
+5,855
29
$10.5M 0.48%
300,917
+123,142
30
$10.2M 0.47%
571,267
+116,392
31
$10.2M 0.47%
45,244
+15,869
32
$10.1M 0.46%
23,938
+2,130
33
$10M 0.46%
372,999
+36,303
34
$9.95M 0.46%
35,662
+2,702
35
$9.31M 0.43%
45,278
-6,305
36
$9.16M 0.42%
48,061
+11
37
$8.9M 0.41%
18,513
+2,066
38
$8.78M 0.4%
+184,544
39
$8.65M 0.4%
140,592
+46,822
40
$8.64M 0.4%
21,710
+6,454
41
$8.59M 0.39%
60,440
+24,268
42
$8.55M 0.39%
147,790
+20,895
43
$8.23M 0.38%
143,418
+4,098
44
$8.2M 0.38%
474,137
-13,269
45
$8.16M 0.37%
265,196
-304
46
$7.99M 0.37%
84,420
-13,283
47
$7.98M 0.37%
39,844
+5,827
48
$7.95M 0.37%
284,406
+40,571
49
$7.95M 0.37%
132,121
+6,412
50
$7.79M 0.36%
67,049
-1,131
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