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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$226K 0.02%
+5,793
627
$224K 0.02%
8,847
628
$223K 0.02%
+3,028
629
$222K 0.02%
2,857
630
$222K 0.02%
+2,323
631
$222K 0.02%
+7,334
632
$222K 0.02%
4,884
-190
633
$221K 0.02%
2,752
+95
634
$221K 0.02%
+3,959
635
$220K 0.02%
7,341
636
$220K 0.02%
3,639
637
$219K 0.02%
1,600
-5
638
$218K 0.02%
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639
$218K 0.02%
+5,447
640
$217K 0.02%
2,372
-272
641
$217K 0.02%
2,948
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642
$217K 0.02%
2,080
+230
643
$216K 0.02%
5,805
-145
644
$216K 0.02%
6,525
-300
645
$215K 0.02%
+2,752
646
$214K 0.02%
+11,509
647
$214K 0.02%
3,747
+28
648
$214K 0.02%
5,598
+110
649
$213K 0.02%
22,880
+287
650
$213K 0.02%
550
-80
24 25
26
27 28