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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$261K 0.03%
3,357
-1,985
577
$260K 0.03%
+1,504
578
$259K 0.03%
+3,627
579
$258K 0.03%
+3,121
580
$258K 0.03%
512
-325
581
$258K 0.03%
5,465
+15
582
$258K 0.03%
3,297
583
$256K 0.03%
+2,060
584
$255K 0.03%
1,808
-115
585
$253K 0.03%
23,050
+1,000
586
$252K 0.03%
+514
587
$250K 0.03%
8,219
-1,333
588
$250K 0.03%
+2,840
589
$250K 0.03%
4,865
+130
590
$250K 0.03%
3,840
+16
591
$245K 0.03%
3,707
+23
592
$244K 0.03%
1,774
-278
593
$244K 0.03%
5,386
+200
594
$243K 0.03%
2,052
595
$242K 0.03%
9,464
-210
596
$242K 0.03%
2,119
-624
597
$242K 0.03%
1,530
598
$241K 0.03%
+7,014
599
$241K 0.03%
4,496
+500
600
$241K 0.03%
9,069
+292
22 23
24
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