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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$388K 0.03%
7,635
-425
527
$387K 0.03%
6,003
-278
528
$387K 0.03%
+8,810
529
$385K 0.03%
8,434
+1,580
530
$382K 0.03%
36,832
-5,108
531
$381K 0.03%
6,447
-2,000
532
$379K 0.03%
12,904
+3,000
533
$379K 0.03%
16,618
+3,610
534
$378K 0.03%
11,950
-1,661
535
$377K 0.03%
9,489
-853
536
$368K 0.03%
34,562
-1
537
$367K 0.03%
1,634
-67
538
$367K 0.03%
6,845
-13
539
$367K 0.03%
41,742
-2,701
540
$366K 0.03%
14,320
-19,490
541
$366K 0.03%
7,613
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542
$364K 0.03%
+4,346
543
$364K 0.03%
12,113
+3,411
544
$363K 0.03%
15,242
545
$361K 0.03%
8,118
-1
546
$360K 0.03%
2,776
+529
547
$360K 0.03%
33,675
+17,875
548
$356K 0.03%
23,571
+4,743
549
$356K 0.03%
38,860
-950
550
$354K 0.03%
3,697
+1,261
20 21
22
23 24