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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$244K 0.04%
2,622
-500
477
$242K 0.04%
14,304
-2,224
478
$242K 0.04%
10,377
-72
479
$241K 0.04%
14,542
+360
480
$238K 0.04%
+17,371
481
$237K 0.04%
+2,849
482
$236K 0.03%
3,705
-431
483
$234K 0.03%
17,388
484
$234K 0.03%
+1,953
485
$233K 0.03%
+10,150
486
$233K 0.03%
+12,407
487
$232K 0.03%
+4,783
488
$231K 0.03%
6,425
-2,628
489
$230K 0.03%
1,316
+200
490
$230K 0.03%
2,070
-328
491
$229K 0.03%
+3,727
492
$229K 0.03%
+1,288
493
$228K 0.03%
8,888
494
$228K 0.03%
5,403
-6,983
495
$227K 0.03%
14,740
+2,502
496
$226K 0.03%
+135
497
$223K 0.03%
16,100
-14,400
498
$222K 0.03%
+1,621
499
$221K 0.03%
+5,156
500
$220K 0.03%
23,197
18 19
20
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