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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$443K 0.02%
21,750
-7,131
627
$443K 0.02%
1,133
-4,417
628
$442K 0.02%
+17,230
629
$441K 0.02%
7,183
-1,515
630
$439K 0.02%
26,880
-21,459
631
$436K 0.02%
2,204
-82
632
$435K 0.02%
1,252
+41
633
$433K 0.02%
10,958
+3,515
634
$431K 0.02%
34,700
635
$430K 0.02%
29,320
+2,020
636
$428K 0.02%
2,292
+20
637
$428K 0.02%
1,729
-366
638
$426K 0.02%
9,407
-587
639
$426K 0.02%
18,950
+3,600
640
$425K 0.02%
8,279
-8,395
641
$424K 0.02%
1,463
-214
642
$424K 0.02%
+5,618
643
$422K 0.02%
4,649
+1,341
644
$421K 0.02%
4,950
-765
645
$421K 0.02%
20,484
+4,832
646
$421K 0.02%
20,025
-2,085
647
$419K 0.02%
+9,330
648
$418K 0.02%
2,021
+260
649
$418K 0.02%
28,900
650
$412K 0.02%
9,531
+5,426
24 25
26
27 28