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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$592K 0.02%
29,922
+8,189
552
$591K 0.02%
+2,947
553
$588K 0.02%
395
-152
554
$586K 0.02%
42,715
-107
555
$585K 0.02%
43,679
+11,281
556
$585K 0.02%
1,900
+593
557
$582K 0.02%
+5,052
558
$582K 0.02%
6,512
+121
559
$580K 0.02%
28,147
+7,663
560
$572K 0.02%
11,793
-5
561
$570K 0.02%
6,951
+2,001
562
$567K 0.02%
12,998
563
$566K 0.02%
1,375
+53
564
$564K 0.02%
7,652
+401
565
$563K 0.02%
24,925
+2,086
566
$561K 0.02%
+2,664
567
$559K 0.02%
7,394
+1,751
568
$558K 0.02%
38,100
569
$557K 0.02%
13,058
+1,254
570
$557K 0.02%
+11,539
571
$556K 0.02%
+14,660
572
$554K 0.02%
27,901
-3,485
573
$554K 0.02%
56,857
+2,000
574
$553K 0.02%
2,870
+13
575
$552K 0.02%
2,572
+1,142
21 22
23
24 25