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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$214K 0.03%
2,757
-314
577
$214K 0.03%
+2,031
578
$213K 0.03%
+5,300
579
$212K 0.03%
1,530
+214
580
$212K 0.03%
1,743
-2,581
581
$212K 0.03%
24,155
-6,339
582
$211K 0.03%
13,925
-815
583
$210K 0.03%
1,398
-165
584
$210K 0.03%
+5,194
585
$209K 0.03%
+12,156
586
$209K 0.03%
758
-27
587
$208K 0.03%
+7,956
588
$207K 0.03%
+3,086
589
$207K 0.03%
+5,855
590
$207K 0.03%
+1,651
591
$207K 0.03%
+2,770
592
$206K 0.03%
+3,900
593
$205K 0.03%
3,996
-1,699
594
$204K 0.03%
+833
595
$204K 0.03%
+2,076
596
$203K 0.03%
+7,150
597
$202K 0.03%
1,812
-717
598
$201K 0.03%
1,862
-1,399
599
$201K 0.03%
+6,226
600
$201K 0.03%
+12,449
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