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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$596K 0.03%
6,626
-9,721
527
$594K 0.03%
9,971
-1,297
528
$593K 0.03%
27,971
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529
$591K 0.03%
12,122
-439
530
$590K 0.03%
10,075
-1,048
531
$588K 0.03%
12,998
532
$587K 0.03%
+19,426
533
$585K 0.03%
42,822
-2,038
534
$585K 0.03%
17,404
-1,000
535
$584K 0.03%
2,857
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536
$581K 0.03%
16,573
-4,456
537
$581K 0.03%
15,489
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538
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21,069
-11,516
539
$578K 0.03%
6,330
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540
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541
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542
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4,144
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543
$576K 0.03%
31,386
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544
$575K 0.03%
8,791
-284
545
$573K 0.03%
11,798
+5,122
546
$570K 0.03%
6,869
+674
547
$566K 0.03%
17,882
+632
548
$565K 0.03%
+16,425
549
$554K 0.03%
5,949
+2,984
550
$553K 0.03%
5,905
+2,827
20 21
22
23 24