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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$354K 0.04%
9,966
477
$353K 0.04%
+931
478
$351K 0.04%
5,176
479
$350K 0.04%
27,340
-1,885
480
$349K 0.04%
6,210
+132
481
$349K 0.04%
+3,190
482
$348K 0.04%
4,945
-5,200
483
$348K 0.04%
3,215
-3,991
484
$348K 0.04%
+6,496
485
$348K 0.04%
17,299
+3,096
486
$347K 0.04%
7,032
+216
487
$346K 0.04%
8,408
-174
488
$346K 0.04%
5,828
+1,016
489
$345K 0.04%
4,924
+31
490
$343K 0.04%
5,077
-147
491
$342K 0.04%
17,000
+1,000
492
$342K 0.04%
2,271
-202
493
$340K 0.04%
3,336
+1
494
$339K 0.04%
+15,744
495
$338K 0.04%
4,624
+464
496
$337K 0.04%
44,263
+27,428
497
$336K 0.04%
+80
498
$336K 0.04%
15,010
+187
499
$336K 0.04%
1,462
-100
500
$335K 0.04%
5,830
-33
18 19
20
21 22