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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$246K 0.02%
9,130
+850
602
$245K 0.02%
7,689
-159
603
$243K 0.02%
6,074
+614
604
$242K 0.02%
15,642
-1,000
605
$242K 0.02%
5,337
+50
606
$242K 0.02%
9,730
607
$242K 0.02%
2,500
608
$242K 0.02%
39,848
+2,000
609
$240K 0.02%
4,385
610
$239K 0.02%
+8,369
611
$237K 0.02%
3,317
-324
612
$237K 0.02%
3,424
-781
613
$234K 0.02%
5,580
+313
614
$234K 0.02%
+497
615
$233K 0.02%
4,560
+285
616
$230K 0.02%
11,409
-711
617
$230K 0.02%
11,987
-3,351
618
$230K 0.02%
2,150
-54
619
$228K 0.02%
1,831
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620
$227K 0.02%
+8,260
621
$227K 0.02%
6,021
-234
622
$226K 0.02%
+1,793
623
$226K 0.02%
12,239
624
$226K 0.02%
10,741
+624
625
$226K 0.02%
10,854
+4,085
23 24
25
26 27