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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$248K 0.03%
9,674
+786
527
$248K 0.03%
+2,568
528
$247K 0.03%
+9,501
529
$247K 0.03%
+2,529
530
$246K 0.03%
3,824
+60
531
$245K 0.03%
2,903
-742
532
$243K 0.03%
+1,103
533
$242K 0.03%
+7,924
534
$242K 0.03%
6,324
535
$242K 0.03%
+2,052
536
$241K 0.03%
3,708
+3
537
$238K 0.03%
+2,288
538
$237K 0.03%
3,297
539
$237K 0.03%
+1,341
540
$236K 0.03%
11,231
+630
541
$235K 0.03%
5,783
+380
542
$233K 0.03%
1,914
-88
543
$232K 0.03%
+13,830
544
$231K 0.03%
17,269
-102
545
$231K 0.03%
+3,147
546
$230K 0.03%
4,657
-126
547
$230K 0.03%
8,777
-2,199
548
$229K 0.03%
+3,684
549
$228K 0.03%
+19,230
550
$228K 0.03%
+1,245
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