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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$710K 0.03%
3,641
-286
477
$705K 0.03%
+5,450
478
$703K 0.03%
7,484
+1,940
479
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9,675
+1,603
480
$696K 0.03%
70,100
-9,900
481
$691K 0.03%
6,729
-991
482
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11,358
-1,350
483
$690K 0.03%
36,610
-1,360
484
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485
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7,357
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486
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547
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487
$678K 0.03%
20,541
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488
$677K 0.03%
27,531
+380
489
$677K 0.03%
22,666
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490
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94,295
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493
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23,500
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494
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$665K 0.03%
10,239
-3,409
496
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2,639
+232
497
$659K 0.03%
4,211
-867
498
$658K 0.03%
6,573
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499
$652K 0.03%
+10,567
500
$649K 0.03%
4,714
-431
18 19
20
21 22