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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$544K 0.02%
16,164
+1,602
577
$544K 0.02%
21,419
-2,720
578
$544K 0.02%
17,827
+7,691
579
$543K 0.02%
20,016
+6,315
580
$542K 0.02%
185,488
+15,265
581
$541K 0.02%
55,219
-16,656
582
$540K 0.02%
15,772
-2,110
583
$537K 0.02%
+2,638
584
$533K 0.02%
6,805
-64
585
$531K 0.02%
10,402
+557
586
$529K 0.02%
2,054
+74
587
$528K 0.02%
1,769
+39
588
$528K 0.02%
1,906
+204
589
$526K 0.02%
18,100
590
$523K 0.02%
59,000
-11,100
591
$520K 0.02%
+2,925
592
$519K 0.02%
+1,986
593
$519K 0.02%
+11,050
594
$517K 0.02%
+4,011
595
$516K 0.02%
3,948
+1,142
596
$516K 0.02%
119,771
-61,365
597
$514K 0.02%
6,313
+695
598
$512K 0.02%
5,149
-1,291
599
$511K 0.02%
5,777
+1,249
600
$509K 0.02%
9,510
-461
22 23
24
25 26