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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$185K 0.03%
12,337
+1,367
527
$184K 0.03%
18,903
+500
528
$182K 0.03%
10,062
529
$179K 0.03%
17,439
530
$168K 0.02%
+11,893
531
$165K 0.02%
21,351
+5,751
532
$161K 0.02%
+16,500
533
$148K 0.02%
+17,400
534
$147K 0.02%
+11,486
535
$144K 0.02%
+23,015
536
$138K 0.02%
20,845
-1,570
537
$130K 0.02%
11,671
-3,075
538
$128K 0.02%
23,735
539
$128K 0.02%
12,650
-43,250
540
$127K 0.02%
10,000
541
$122K 0.02%
7,723
-7,258
542
$121K 0.02%
+10,000
543
$117K 0.02%
+349
544
$116K 0.02%
11,021
+192
545
$110K 0.02%
+627
546
$108K 0.02%
+10,967
547
$102K 0.02%
12,400
+765
548
$102K 0.02%
14,156
549
$101K 0.01%
10,426
-2,696
550
$99.9K 0.01%
12,436
-7,388
20 21
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