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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$375K 0.03%
+13,095
477
$375K 0.03%
58,217
-5,116
478
$374K 0.03%
14,745
479
$371K 0.03%
4,993
+1,776
480
$370K 0.03%
6,591
+854
481
$368K 0.03%
8,325
+200
482
$368K 0.03%
6,566
+1,175
483
$367K 0.03%
50,624
+21,000
484
$367K 0.03%
10,992
+580
485
$366K 0.03%
4,024
+528
486
$365K 0.03%
+753
487
$364K 0.03%
64,624
+14,580
488
$363K 0.03%
13,643
+3,918
489
$361K 0.03%
37,139
490
$359K 0.03%
8,100
491
$359K 0.03%
10,335
-2,791
492
$357K 0.03%
4,967
493
$354K 0.03%
2,600
+256
494
$353K 0.03%
7,060
-44
495
$352K 0.03%
1,720
-206
496
$351K 0.03%
8,375
+217
497
$351K 0.03%
772
-7
498
$351K 0.03%
+20,439
499
$350K 0.03%
6,144
+226
500
$350K 0.03%
4,629
18 19
20
21 22