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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$348K 0.03%
3,508
+367
502
$347K 0.03%
40,310
+2,300
503
$347K 0.03%
30,168
-8,856
504
$347K 0.03%
3,409
+695
505
$342K 0.03%
3,892
+141
506
$341K 0.03%
4,662
+1,503
507
$339K 0.03%
24,086
+7,746
508
$334K 0.03%
9,810
-820
509
$333K 0.03%
5,264
+1,158
510
$333K 0.03%
1,388
+421
511
$333K 0.03%
+4,086
512
$332K 0.03%
47,260
+3,386
513
$332K 0.03%
1,125
+341
514
$332K 0.03%
+16,241
515
$331K 0.03%
12,948
516
$325K 0.03%
+5,868
517
$323K 0.03%
28,451
+15,460
518
$322K 0.03%
1,205
-211
519
$321K 0.03%
2,036
-195
520
$321K 0.03%
4,593
+803
521
$319K 0.03%
3,684
+1,221
522
$318K 0.03%
6,466
523
$317K 0.03%
16,450
+950
524
$317K 0.03%
4,011
+1,345
525
$316K 0.03%
3,775
+111
19 20
21
22 23