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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$507K 0.02%
4,298
-6
602
$505K 0.02%
28,300
-1,250
603
$505K 0.02%
1,157
+188
604
$504K 0.02%
5,740
-886
605
$503K 0.02%
16,982
606
$500K 0.02%
10,661
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607
$500K 0.02%
37,239
-10,548
608
$499K 0.02%
1,136
+24
609
$498K 0.02%
8,879
-1,196
610
$495K 0.02%
6,356
-426
611
$494K 0.02%
2,412
+176
612
$494K 0.02%
2,686
+1,206
613
$493K 0.02%
9,880
+1,504
614
$489K 0.02%
7,537
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615
$488K 0.02%
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616
$488K 0.02%
3,761
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617
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14,049
-2,524
618
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18,180
619
$483K 0.02%
3,193
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620
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2,715
-926
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$478K 0.02%
3,800
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622
$477K 0.02%
59,400
-21,600
623
$476K 0.02%
+3,579
624
$475K 0.02%
5,389
-16
625
$471K 0.02%
+2,893
23 24
25
26 27