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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$307K 0.03%
9,351
+2,115
527
$306K 0.03%
2,459
-402
528
$305K 0.03%
4,041
-63
529
$305K 0.03%
6,919
-152
530
$305K 0.03%
3,462
+55
531
$301K 0.03%
+516
532
$300K 0.03%
+3,258
533
$300K 0.03%
31,000
+17,000
534
$300K 0.03%
11,652
-2,855
535
$297K 0.03%
1,474
+225
536
$296K 0.03%
3,338
-82
537
$294K 0.03%
3,639
+203
538
$294K 0.03%
+709
539
$293K 0.03%
11,392
+1,089
540
$291K 0.03%
14,573
+4,391
541
$291K 0.03%
+883
542
$289K 0.03%
2,213
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543
$289K 0.03%
968
-4
544
$286K 0.03%
979
+50
545
$285K 0.03%
3,516
-56
546
$283K 0.03%
10,828
-301
547
$282K 0.03%
3,746
-3,768
548
$282K 0.03%
+5,001
549
$281K 0.03%
2,399
550
$281K 0.03%
15,045
-1,910
20 21
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