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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$226K 0.02%
+8,800
627
$226K 0.02%
5,385
+191
628
$225K 0.02%
1,725
+74
629
$224K 0.02%
+3,630
630
$224K 0.02%
6,038
631
$223K 0.02%
1,395
-3
632
$223K 0.02%
13,925
633
$222K 0.02%
16,096
-392
634
$221K 0.02%
2,460
-104
635
$221K 0.02%
4,982
-801
636
$220K 0.02%
16,630
-564
637
$219K 0.02%
5,875
+20
638
$218K 0.02%
10,285
-10,100
639
$218K 0.02%
+2,038
640
$217K 0.02%
3,205
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641
$216K 0.02%
+4,572
642
$216K 0.02%
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643
$216K 0.02%
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-25
644
$215K 0.02%
+2,789
645
$215K 0.02%
2,449
+28
646
$214K 0.02%
12,449
647
$214K 0.02%
2,294
-3,149
648
$212K 0.02%
+1,772
649
$211K 0.02%
+1,621
650
$211K 0.02%
1,100
-225
24 25
26
27 28