We are live on ! Find out more
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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$99.2K 0.01%
10,526
552
$96.3K 0.01%
+10,000
553
$93.8K 0.01%
+10,700
554
$90.2K 0.01%
11,750
-500
555
$75.3K 0.01%
19,247
+4,505
556
$68.3K 0.01%
+10,000
557
$63.5K 0.01%
+10,500
558
$59.1K 0.01%
717
559
$58.4K 0.01%
12,032
-6,491
560
$57.9K 0.01%
+12,560
561
$54.1K 0.01%
+2,812
562
$47K 0.01%
+10,050
563
$31.5K ﹤0.01%
+11,995
564
$26.5K ﹤0.01%
+1,250
565
$21.2K ﹤0.01%
4,000
-794
566
$9.48K ﹤0.01%
13,738
-1,737
567
– –
-19,000
568
– –
-51,722
569
– –
-2,885
570
– –
-12,000
571
– –
-10,510
572
– –
-15,087
573
– –
-13,379
574
– –
-2,636
575
– –
-26,500
21 22
23
24 25