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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$316K 0.03%
28,436
+15,971
527
$315K 0.03%
11,508
-19,558
528
$314K 0.03%
+11,050
529
$313K 0.03%
4,700
530
$311K 0.03%
3,933
+898
531
$309K 0.03%
3,816
-460
532
$309K 0.03%
3,600
+145
533
$307K 0.03%
4,117
+472
534
$306K 0.03%
6,070
535
$305K 0.03%
3,673
+1,115
536
$305K 0.03%
4,447
-3,898
537
$305K 0.03%
62,473
+14,500
538
$304K 0.03%
4,692
539
$303K 0.03%
+9,103
540
$303K 0.03%
21,881
+967
541
$303K 0.03%
6,155
542
$303K 0.03%
15,052
-273
543
$299K 0.03%
1,022
+195
544
$296K 0.03%
36,622
+1,331
545
$294K 0.03%
3,145
-1,410
546
$293K 0.03%
4,435
547
$292K 0.03%
38,672
+45
548
$292K 0.03%
3,239
+22
549
$290K 0.03%
10,132
-3,425
550
$289K 0.03%
1,420
+58
20 21
22
23 24