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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$286K 0.02%
19,400
+1,060
627
$286K 0.02%
24,799
+6,043
628
$285K 0.02%
3,516
-1,399
629
$284K 0.02%
9,140
+10
630
$284K 0.02%
1,799
+120
631
$283K 0.02%
36,259
-813
632
$282K 0.02%
861
-160
633
$281K 0.02%
2,814
+12
634
$280K 0.02%
3,685
+2
635
$279K 0.02%
23,751
+59
636
$279K 0.02%
2,855
-61
637
$277K 0.02%
2,806
+88
638
$277K 0.02%
+2,798
639
$275K 0.02%
3,006
640
$275K 0.02%
+3,121
641
$275K 0.02%
51,690
-1,507
642
$274K 0.02%
+5,972
643
$273K 0.02%
1,371
644
$272K 0.02%
9,400
-2,500
645
$271K 0.02%
6,466
646
$271K 0.02%
4,719
+63
647
$271K 0.02%
5,061
+870
648
$269K 0.02%
2,561
649
$269K 0.02%
+24,526
650
$269K 0.02%
+7,194
24 25
26
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