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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$335K 0.04%
7,833
-7,812
502
$333K 0.04%
7,376
+325
503
$332K 0.04%
10,229
+38
504
$331K 0.04%
1,358
-47
505
$330K 0.04%
+5,512
506
$329K 0.03%
4,720
+1,050
507
$328K 0.03%
2,471
+362
508
$326K 0.03%
1,332
+190
509
$324K 0.03%
1,632
+122
510
$324K 0.03%
5,850
511
$324K 0.03%
8,100
512
$324K 0.03%
2,033
+270
513
$324K 0.03%
9,990
+1,810
514
$323K 0.03%
+12,625
515
$323K 0.03%
10,552
+375
516
$322K 0.03%
6,500
+24
517
$321K 0.03%
+19,296
518
$320K 0.03%
9,989
+515
519
$320K 0.03%
+23,100
520
$317K 0.03%
+12,416
521
$313K 0.03%
561
-50
522
$313K 0.03%
5,939
+1,282
523
$311K 0.03%
16,890
+72
524
$307K 0.03%
4,265
+1
525
$307K 0.03%
12,033
-6,812
19 20
21
22 23