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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$220K 0.03%
+10,601
502
$220K 0.03%
880
+60
503
$219K 0.03%
+6,699
504
$219K 0.03%
+1,563
505
$219K 0.03%
+2,475
506
$217K 0.03%
26,833
+8,811
507
$215K 0.03%
+1,833
508
$213K 0.03%
+2,317
509
$213K 0.03%
+2,192
510
$212K 0.03%
+15,205
511
$210K 0.03%
+3,071
512
$210K 0.03%
+8,750
513
$209K 0.03%
+3,528
514
$208K 0.03%
+8,713
515
$208K 0.03%
+3,764
516
$207K 0.03%
+3,236
517
$206K 0.03%
4,525
-7,067
518
$205K 0.03%
785
-215
519
$204K 0.03%
+3,392
520
$204K 0.03%
+2,691
521
$203K 0.03%
+3,908
522
$202K 0.03%
+10,232
523
$201K 0.03%
1,914
-321
524
$190K 0.03%
12,067
-3,280
525
$187K 0.03%
16,672
19 20
21
22 23