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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$510K 0.02%
8,952
+71
577
$509K 0.02%
4,810
-1,492
578
$509K 0.02%
7,900
-250
579
$508K 0.02%
18,100
580
$507K 0.02%
+15,538
581
$506K 0.02%
57,650
+7,500
582
$502K 0.02%
11,804
+1,820
583
$502K 0.02%
5,517
+26
584
$501K 0.02%
1,702
+299
585
$499K 0.02%
7,493
+284
586
$497K 0.02%
21,984
+7,301
587
$497K 0.02%
6,633
-41
588
$496K 0.02%
9,845
-2,061
589
$493K 0.02%
9,715
-679
590
$493K 0.02%
12,043
-1,399
591
$492K 0.02%
16,982
+2,187
592
$489K 0.02%
5,405
+529
593
$488K 0.02%
17,500
-6,000
594
$486K 0.02%
8,068
595
$484K 0.02%
4,304
596
$478K 0.02%
5,076
+231
597
$477K 0.02%
2,817
-8
598
$475K 0.02%
18,180
599
$474K 0.02%
15,473
+1,938
600
$472K 0.02%
+10,633
22 23
24
25 26