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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$691K 0.03%
10,199
+2,983
502
$687K 0.03%
2,264
+776
503
$687K 0.03%
1,518
-29
504
$686K 0.03%
14,455
+1,458
505
$681K 0.03%
+6,938
506
$678K 0.03%
42,925
507
$675K 0.03%
6,786
-487
508
$672K 0.03%
23,500
509
$671K 0.03%
+4,234
510
$671K 0.03%
7,413
+56
511
$669K 0.03%
+27,528
512
$667K 0.03%
1,959
+74
513
$666K 0.03%
3,328
+1,181
514
$666K 0.03%
+4,831
515
$663K 0.03%
18,173
516
$662K 0.03%
+12,265
517
$662K 0.03%
49,130
+20,680
518
$661K 0.03%
19,772
+72
519
$660K 0.03%
11,996
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520
$660K 0.03%
78,062
+30,415
521
$658K 0.03%
11,098
-2,538
522
$652K 0.03%
12,922
+1,258
523
$652K 0.03%
2,855
+651
524
$651K 0.03%
203,950
-6,100
525
$650K 0.03%
13,159
+500
19 20
21
22 23