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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$155K 0.03%
17,439
+2,710
477
$150K 0.03%
12,141
+1,041
478
$148K 0.03%
10,059
479
$138K 0.03%
+18,022
480
$136K 0.03%
19,824
481
$133K 0.03%
14,746
-740
482
$129K 0.02%
12,000
-6,060
483
$127K 0.02%
22,300
-4,850
484
$126K 0.02%
10,250
485
$119K 0.02%
23,735
486
$118K 0.02%
+13,122
487
$115K 0.02%
13,490
-747
488
$104K 0.02%
10,829
+63
489
$103K 0.02%
22,415
-2,000
490
$93.6K 0.02%
12,250
-1,700
491
$92.9K 0.02%
+15,087
492
$84.3K 0.02%
10,526
493
$83.8K 0.02%
15,600
-2,400
494
$78.4K 0.01%
18,523
-3,827
495
$77K 0.01%
19,000
-2,500
496
$69.8K 0.01%
+10,000
497
$69.7K 0.01%
+10,700
498
$69.6K 0.01%
11,635
+535
499
$64.3K 0.01%
+14,156
500
$61.7K 0.01%
26,500
-65,850
18 19
20
21 22