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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$286K 0.03%
10,845
-528
552
$284K 0.03%
+1,401
553
$282K 0.03%
10,236
+309
554
$282K 0.03%
8,445
+150
555
$282K 0.03%
22,726
+3,335
556
$279K 0.03%
1,288
+348
557
$276K 0.03%
2,535
-81
558
$276K 0.03%
30,703
-5,741
559
$276K 0.03%
+7,210
560
$275K 0.03%
2,715
-1,479
561
$274K 0.02%
6,167
+1,212
562
$273K 0.02%
50,075
+1,200
563
$273K 0.02%
2,082
+353
564
$273K 0.02%
3,840
565
$273K 0.02%
4,360
+1
566
$272K 0.02%
+1,843
567
$272K 0.02%
2,016
+400
568
$271K 0.02%
25,337
-448
569
$268K 0.02%
15,511
+2,588
570
$268K 0.02%
35,115
+2,240
571
$267K 0.02%
6,803
+233
572
$267K 0.02%
2,566
-510
573
$265K 0.02%
51,891
+27,700
574
$265K 0.02%
18,332
+5,401
575
$265K 0.02%
5,390
21 22
23
24 25