We are live on ! Find out more
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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$292K 0.04%
1,562
-3,850
477
$291K 0.04%
+1,832
478
$291K 0.04%
+6,400
479
$290K 0.04%
2,065
+86
480
$290K 0.04%
7,944
-7,543
481
$290K 0.04%
44,541
482
$289K 0.04%
611
+10
483
$288K 0.04%
4,160
-4,381
484
$286K 0.04%
+1,318
485
$286K 0.04%
14,447
+2,980
486
$285K 0.04%
+1,430
487
$285K 0.04%
1,510
+83
488
$280K 0.04%
3,670
+258
489
$280K 0.04%
3,572
+50
490
$278K 0.04%
2,399
+274
491
$276K 0.04%
+4,763
492
$276K 0.04%
+972
493
$273K 0.04%
2,052
-138
494
$272K 0.04%
+7,600
495
$271K 0.04%
14,473
+169
496
$270K 0.04%
+2,109
497
$270K 0.04%
8,180
-22,270
498
$270K 0.03%
9,792
499
$270K 0.03%
3,436
+745
500
$269K 0.03%
3,822
+29
18 19
20
21 22