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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$471K 0.02%
26,652
+6
602
$470K 0.02%
694
+179
603
$469K 0.02%
2,376
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604
$468K 0.02%
+32,398
605
$468K 0.02%
23,980
-2
606
$468K 0.02%
12,017
+131
607
$467K 0.02%
20,274
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608
$467K 0.02%
14,562
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$465K 0.02%
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+1,139
610
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12,086
-9,199
611
$464K 0.02%
969
+335
612
$463K 0.02%
2,536
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613
$462K 0.02%
7,950
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614
$462K 0.02%
12,399
-1,198
615
$461K 0.02%
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616
$459K 0.02%
+6,782
617
$459K 0.02%
2,236
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618
$458K 0.02%
38,475
-1,477
619
$458K 0.02%
2,148
+157
620
$457K 0.02%
35,379
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621
$457K 0.02%
8,337
+426
622
$453K 0.02%
+9,199
623
$451K 0.02%
17,560
-5,142
624
$449K 0.02%
+3,901
625
$449K 0.02%
9,334
-16,508
23 24
25
26 27