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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$417K 0.03%
+5,083
502
$415K 0.03%
+2,105
503
$414K 0.03%
13,095
504
$412K 0.03%
4,812
-36
505
$412K 0.03%
4,723
+27
506
$409K 0.03%
23,482
+2
507
$408K 0.03%
6,493
-210
508
$408K 0.03%
4,874
-285
509
$407K 0.03%
11,288
+5,720
510
$406K 0.03%
9,053
+517
511
$405K 0.03%
8,870
-135
512
$404K 0.03%
5,801
-59
513
$401K 0.03%
3,623
-100
514
$400K 0.03%
1,402
+1
515
$400K 0.03%
1,900
+430
516
$399K 0.03%
8,490
+2,665
517
$399K 0.03%
15,118
-982
518
$398K 0.03%
2,574
+578
519
$397K 0.03%
13,256
+23
520
$396K 0.03%
9,193
+564
521
$396K 0.03%
8,216
+83
522
$396K 0.03%
2,077
+54
523
$394K 0.03%
1,770
+4
524
$391K 0.03%
18,350
525
$391K 0.03%
23,353
19 20
21
22 23