We are live on ! Find out more
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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$264K 0.02%
21,071
-5,700
577
$263K 0.02%
+9,904
578
$262K 0.02%
3,681
+152
579
$262K 0.02%
1,765
+242
580
$261K 0.02%
+27,931
581
$260K 0.02%
2,081
+57
582
$260K 0.02%
23,764
+2,000
583
$258K 0.02%
3,793
+719
584
$257K 0.02%
13,300
585
$257K 0.02%
21,350
586
$256K 0.02%
4,069
+794
587
$254K 0.02%
4,348
588
$254K 0.02%
7,800
-2,041
589
$253K 0.02%
1,351
-310
590
$252K 0.02%
9,752
+261
591
$252K 0.02%
53,117
+2,934
592
$251K 0.02%
2,796
-29
593
$251K 0.02%
+6,694
594
$250K 0.02%
13,582
595
$248K 0.02%
+2,481
596
$248K 0.02%
6,510
-447
597
$247K 0.02%
2,570
-269
598
$246K 0.02%
7,616
-499
599
$246K 0.02%
52,930
+18,339
600
$246K 0.02%
895
22 23
24
25 26