We are live on ! Find out more
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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$268K 0.03%
1,249
+117
502
$266K 0.03%
4,812
-900
503
$266K 0.03%
+3,250
504
$265K 0.03%
+5,450
505
$265K 0.03%
1,923
-30
506
$263K 0.03%
+2,577
507
$261K 0.03%
3,525
-6,048
508
$259K 0.03%
+4,865
509
$258K 0.03%
8,413
510
$258K 0.03%
3,090
+10
511
$257K 0.03%
+929
512
$257K 0.03%
11,129
+752
513
$256K 0.03%
6,303
-8,308
514
$256K 0.03%
+4,783
515
$255K 0.03%
+1,325
516
$255K 0.03%
5,704
-18,293
517
$254K 0.03%
+9,010
518
$254K 0.03%
15,400
+5,400
519
$254K 0.03%
+17,450
520
$253K 0.03%
+2,810
521
$252K 0.03%
+10,177
522
$252K 0.03%
1,142
+167
523
$251K 0.03%
10,303
+1,590
524
$250K 0.03%
1,391
-368
525
$249K 0.03%
+16,818
19 20
21
22 23