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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$115K 0.01%
12,600
+200
627
$107K 0.01%
20,405
+8,373
628
$92.4K 0.01%
+1,518
629
$83.8K 0.01%
21,160
+1,913
630
$68.6K 0.01%
+37,500
631
$68K 0.01%
12,032
-528
632
$66.8K 0.01%
2,577
-235
633
$62.5K 0.01%
14,335
+4,285
634
$53.1K 0.01%
+15,003
635
$49.3K 0.01%
3,563
-437
636
– –
-10,526
637
– –
-7,714
638
– –
-13,738
639
– –
-13,147
640
– –
-10,232
641
– –
-11,995
642
– –
-717
643
– –
-20,570
644
– –
-11,021
645
– –
-11,486
646
– –
-2,070
647
– –
-1,385
648
– –
-6,274
649
– –
-10,426
650
– –
-9,162
24 25
26
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