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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$304K 0.02%
+6,711
602
$304K 0.02%
28,910
+1,575
603
$304K 0.02%
3,090
-4,635
604
$303K 0.02%
+2,008
605
$302K 0.02%
7,341
606
$301K 0.02%
2,575
+100
607
$301K 0.02%
6,514
+741
608
$300K 0.02%
20,340
+7,593
609
$300K 0.02%
+8,518
610
$298K 0.02%
6,019
+629
611
$297K 0.02%
27,875
+16,975
612
$295K 0.02%
18,900
-600
613
$293K 0.02%
3,340
-168
614
$293K 0.02%
21,509
+1,294
615
$292K 0.02%
1,441
-159
616
$291K 0.02%
6,941
+247
617
$291K 0.02%
+1,247
618
$290K 0.02%
2,435
-84
619
$289K 0.02%
3,601
+700
620
$289K 0.02%
+7,489
621
$288K 0.02%
2,551
+6
622
$288K 0.02%
12,328
+1,961
623
$288K 0.02%
3,906
+243
624
$287K 0.02%
2,612
+30
625
$286K 0.02%
+4,091
23 24
25
26 27