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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$279K 0.03%
6,326
+2
552
$278K 0.03%
+11,352
553
$278K 0.03%
10,395
+603
554
$276K 0.03%
2,875
+190
555
$275K 0.03%
16,075
-14,290
556
$275K 0.03%
5,306
-1,846
557
$274K 0.03%
2,776
+208
558
$273K 0.03%
15,205
-3,000
559
$272K 0.03%
18,019
+1,500
560
$270K 0.03%
5,704
561
$270K 0.03%
+7,485
562
$268K 0.03%
+9,208
563
$267K 0.03%
1,105
+26
564
$267K 0.03%
+4,647
565
$267K 0.03%
+771
566
$265K 0.03%
+5,913
567
$265K 0.03%
1,391
568
$265K 0.03%
20,810
+1,580
569
$264K 0.03%
3,048
-42
570
$263K 0.03%
+6,296
571
$263K 0.03%
25,758
+11,350
572
$262K 0.03%
+1,336
573
$262K 0.03%
12,363
-2,110
574
$261K 0.03%
9,550
-5,200
575
$261K 0.03%
3,223
+76
21 22
23
24 25