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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$326K 0.03%
29,236
-300
577
$326K 0.03%
4,453
+496
578
$324K 0.03%
16,091
-29,803
579
$323K 0.03%
1,543
+538
580
$322K 0.03%
7,861
+1,217
581
$322K 0.03%
52,529
+1,500
582
$321K 0.03%
5,483
-2,078
583
$321K 0.03%
4,348
-758
584
$320K 0.03%
+953
585
$320K 0.03%
+12,650
586
$319K 0.03%
5,017
+249
587
$316K 0.03%
1,278
+132
588
$314K 0.03%
38,257
+20,686
589
$312K 0.03%
17,693
+1,399
590
$312K 0.03%
4,497
+362
591
$309K 0.02%
1,485
+122
592
$309K 0.02%
672
+4
593
$308K 0.02%
+11,000
594
$308K 0.02%
+615
595
$308K 0.02%
86,653
+44,835
596
$307K 0.02%
22,523
+2,891
597
$305K 0.02%
+77,859
598
$305K 0.02%
5,842
-485
599
$305K 0.02%
8,320
-125
600
$304K 0.02%
2,304
+88
22 23
24
25 26