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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$454K 0.04%
86,002
+5,898
477
$453K 0.04%
+9,179
478
$452K 0.04%
11,463
+794
479
$452K 0.04%
57,830
+10,206
480
$448K 0.04%
15,173
481
$448K 0.04%
6,259
+278
482
$445K 0.04%
4,267
-63
483
$444K 0.04%
7,200
+1,299
484
$444K 0.04%
16,195
+490
485
$444K 0.04%
5,818
-560
486
$438K 0.04%
4,069
+250
487
$438K 0.04%
10,977
488
$435K 0.03%
1,926
+179
489
$434K 0.03%
5,691
-930
490
$433K 0.03%
69,265
+44,285
491
$431K 0.03%
12,333
-3,500
492
$427K 0.03%
4,158
+345
493
$427K 0.03%
17,825
+3,343
494
$427K 0.03%
+22,250
495
$426K 0.03%
7,955
+277
496
$426K 0.03%
5,009
+255
497
$425K 0.03%
4,245
-520
498
$424K 0.03%
20,399
+210
499
$422K 0.03%
31,130
+8,404
500
$421K 0.03%
+12,755
18 19
20
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