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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$61.5K 0.01%
717
+17
502
$60.1K 0.01%
+17,070
503
$57.6K 0.01%
14,742
-19,364
504
$39.4K 0.01%
+14,580
505
$34.8K 0.01%
15,475
+232
506
$28.9K 0.01%
+11,645
507
$20.2K ﹤0.01%
4,794
-20,500
508
$13.4K ﹤0.01%
+12,000
509
– –
-13,385
510
– –
-14,620
511
– –
-11,952
512
– –
-501
513
– –
-1,314
514
– –
-11,125
515
– –
-7,043
516
– –
-18,784
517
– –
-25,050
518
– –
-47,424
519
– –
-4,278
520
– –
-10,713
521
– –
-6,910
522
– –
-506
523
– –
-3,958
524
– –
-10,398
525
– –
-957
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