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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$646K 0.03%
1,547
+218
502
$643K 0.03%
18,173
-700
503
$641K 0.03%
7,844
+3,474
504
$640K 0.03%
6,440
-5,039
505
$637K 0.03%
5,977
-4,365
506
$633K 0.03%
7,350
-1,090
507
$628K 0.03%
11,119
-3,251
508
$624K 0.03%
6,951
+3,137
509
$623K 0.03%
7,010
-12,135
510
$622K 0.03%
6,211
-1,178
511
$622K 0.03%
12,997
-3,554
512
$619K 0.03%
12,584
+1,126
513
$618K 0.03%
3,789
-275
514
$618K 0.03%
21,733
+10,119
515
$614K 0.03%
8,043
-2,432
516
$613K 0.03%
+24,139
517
$613K 0.03%
14,548
+478
518
$610K 0.03%
22,629
+10,957
519
$610K 0.03%
40,705
+2,108
520
$606K 0.03%
24,835
+2,710
521
$601K 0.03%
1,730
+9
522
$601K 0.03%
2,428
-238
523
$598K 0.03%
8,560
+700
524
$597K 0.03%
16,191
-79
525
$596K 0.03%
8,852
+81
19 20
21
22 23