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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$228K 0.03%
16,488
-184
552
$228K 0.03%
16,519
-869
553
$227K 0.03%
17,194
-245
554
$226K 0.03%
+1,572
555
$226K 0.03%
+4,228
556
$225K 0.03%
+22,050
557
$225K 0.03%
+7,236
558
$224K 0.03%
12,750
+1,000
559
$224K 0.03%
4,367
+459
560
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+5,186
561
$222K 0.03%
+9,142
562
$221K 0.03%
3,796
-627
563
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+2,442
564
$218K 0.03%
4,735
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565
$218K 0.03%
+1,556
566
$218K 0.03%
3,436
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567
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26,611
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$217K 0.03%
776
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569
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+2,564
570
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571
$216K 0.03%
+2,733
572
$216K 0.03%
+2,685
573
$215K 0.03%
+5,673
574
$215K 0.03%
+1,791
575
$214K 0.03%
+6,038
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