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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$354K 0.03%
+11,955
552
$351K 0.03%
16,190
-12,540
553
$351K 0.03%
4,243
+494
554
$351K 0.03%
5,848
-8,925
555
$350K 0.03%
1,467
+47
556
$349K 0.03%
13,442
-519
557
$347K 0.03%
6,037
558
$347K 0.03%
2,629
+857
559
$346K 0.03%
4,586
+1,269
560
$341K 0.03%
5,504
-2,410
561
$339K 0.03%
1,560
-215
562
$339K 0.03%
+3,373
563
$339K 0.03%
3,930
+308
564
$337K 0.03%
12,465
-2,075
565
$336K 0.03%
3,738
+988
566
$335K 0.03%
8,554
-2,052
567
$335K 0.03%
4,664
+389
568
$333K 0.03%
4,277
+2
569
$332K 0.03%
4,236
+261
570
$332K 0.03%
135
-1
571
$331K 0.03%
4,822
-2,804
572
$328K 0.03%
3,868
+1,381
573
$328K 0.03%
14,207
+270
574
$328K 0.03%
24,388
+283
575
$326K 0.03%
2,730
-28
21 22
23
24 25