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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$200K 0.03%
+636
602
$195K 0.03%
+10,182
603
$186K 0.02%
19,597
-3,600
604
$184K 0.02%
12,580
+687
605
$182K 0.02%
13,792
+1,142
606
$182K 0.02%
23,735
607
$182K 0.02%
12,337
608
$179K 0.02%
10,000
609
$174K 0.02%
+10,854
610
$169K 0.02%
25,000
+14,500
611
$167K 0.02%
17,153
-1,750
612
$167K 0.02%
+3,994
613
$161K 0.02%
11,517
-890
614
$148K 0.02%
10,621
-1,050
615
$145K 0.02%
17,400
616
$140K 0.02%
+11,466
617
$134K 0.02%
14,408
+3,708
618
$129K 0.02%
12,652
+1,685
619
$129K 0.02%
21,165
-1,850
620
$125K 0.02%
+13,681
621
$124K 0.02%
12,386
-50
622
$123K 0.02%
+16,835
623
$120K 0.02%
+34,500
624
$118K 0.02%
12,200
+2,200
625
$116K 0.02%
14,000
+4,000
23 24
25
26 27