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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 0.54%
307,905
-47,736
27
$13.2M 0.53%
699,205
+92,342
28
$13M 0.52%
49,907
+4,663
29
$11.5M 0.46%
28,274
+4,336
30
$11.4M 0.46%
79,842
+27,124
31
$11.1M 0.44%
626,010
+54,743
32
$10.9M 0.44%
50,528
+5,250
33
$10.8M 0.43%
226,905
+182,068
34
$10.7M 0.43%
124,057
+5,968
35
$10.6M 0.42%
186,530
+38,740
36
$10.3M 0.41%
20,545
+2,032
37
$10.1M 0.4%
301,321
+404
38
$10M 0.4%
386,925
+13,926
39
$9.81M 0.39%
157,356
+13,938
40
$9.68M 0.39%
220,347
+49,133
41
$9.65M 0.39%
193,010
+50,498
42
$9.49M 0.38%
58,496
-10,671
43
$9.44M 0.38%
41,128
+9,157
44
$9.08M 0.36%
314,140
+29,734
45
$9.03M 0.36%
98,375
+16,150
46
$8.97M 0.36%
45,433
-2,628
47
$8.88M 0.36%
33,849
-1,813
48
$8.71M 0.35%
75,656
+8,607
49
$8.58M 0.34%
43,082
+2,404
50
$8.56M 0.34%
473,935
-202
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