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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$756K 0.03%
6,451
-1,301
477
$755K 0.03%
3,038
+1,840
478
$749K 0.03%
1,597
-263
479
$743K 0.03%
3,160
+16
480
$740K 0.03%
10,785
+628
481
$738K 0.03%
7,388
+26
482
$734K 0.03%
9,519
+920
483
$734K 0.03%
19,844
-411
484
$732K 0.03%
38,900
-1,650
485
$730K 0.03%
17,615
486
$726K 0.03%
9,298
-834
487
$723K 0.03%
22,416
+12,184
488
$723K 0.03%
+6,866
489
$721K 0.03%
3,657
+1,121
490
$715K 0.03%
7,134
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$709K 0.03%
10,788
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492
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6,239
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493
$706K 0.03%
40,815
+14,163
494
$705K 0.03%
2,918
+779
495
$705K 0.03%
2,954
+315
496
$704K 0.03%
20,304
+2,900
497
$700K 0.03%
8,454
+267
498
$697K 0.03%
9,676
+1
499
$696K 0.03%
44,009
+8,406
500
$694K 0.03%
11,007
+768
18 19
20
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