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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$644K 0.03%
3,658
-131
527
$643K 0.03%
8,878
-12,322
528
$641K 0.03%
5,650
-409
529
$641K 0.03%
1,949
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530
$640K 0.03%
15,407
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531
$638K 0.03%
8,672
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532
$638K 0.03%
17,816
-1,580
533
$635K 0.03%
6,486
+275
534
$635K 0.03%
20,137
+4,664
535
$632K 0.03%
20,502
+12,982
536
$631K 0.03%
7,028
+1,123
537
$617K 0.02%
25,554
+3,570
538
$616K 0.02%
29,180
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539
$614K 0.02%
6,310
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$612K 0.02%
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541
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4,262
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542
$609K 0.02%
927
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543
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13,766
-2,386
544
$606K 0.02%
2,594
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545
$603K 0.02%
13,722
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546
$603K 0.02%
62,700
+5,050
547
$601K 0.02%
18,502
+6,501
548
$598K 0.02%
24,473
-3,058
549
$594K 0.02%
5,691
-406
550
$593K 0.02%
15,489
20 21
22
23 24