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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$241K 0.03%
3,900
602
$240K 0.03%
1,103
603
$240K 0.03%
+8,825
604
$240K 0.03%
+274
605
$239K 0.03%
25,795
+1,640
606
$238K 0.03%
+4,993
607
$237K 0.03%
+1,210
608
$235K 0.02%
+1,143
609
$235K 0.02%
+14,033
610
$235K 0.02%
+3,592
611
$234K 0.02%
+3,329
612
$234K 0.02%
9,962
+820
613
$234K 0.02%
+1,272
614
$233K 0.02%
+3,774
615
$233K 0.02%
3,808
+12
616
$232K 0.02%
+367
617
$231K 0.02%
3,772
+336
618
$230K 0.02%
2,858
+125
619
$230K 0.02%
+2,250
620
$229K 0.02%
1,145
-285
621
$229K 0.02%
1,504
-52
622
$228K 0.02%
14,815
+2,235
623
$227K 0.02%
+5,678
624
$227K 0.02%
+3,107
625
$227K 0.02%
4,371
+4
23 24
25
26 27