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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$552K 0.03%
11,664
+991
552
$550K 0.03%
846
+52
553
$549K 0.03%
12,953
+793
554
$549K 0.03%
2,013
+676
555
$549K 0.03%
6,391
-803
556
$545K 0.03%
4,400
+68
557
$545K 0.03%
+38,100
558
$540K 0.02%
2,139
-505
559
$539K 0.02%
17,768
-9,899
560
$538K 0.02%
1,980
+45
561
$535K 0.02%
54,857
-250
562
$534K 0.02%
1,322
-15
563
$529K 0.02%
+35,603
564
$526K 0.02%
43,270
+627
565
$526K 0.02%
8,930
+1,199
566
$525K 0.02%
7,251
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567
$523K 0.02%
47,787
+9,626
568
$521K 0.02%
3,011
+1,072
569
$520K 0.02%
5,568
-5,292
570
$520K 0.02%
22,839
+4,004
571
$516K 0.02%
1,112
+5
572
$516K 0.02%
1,488
-95
573
$514K 0.02%
340
+56
574
$511K 0.02%
162
+13
575
$510K 0.02%
7,216
+625
21 22
23
24 25