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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$470K 0.02%
1,778
+49
627
$466K 0.02%
16,726
-1,042
628
$466K 0.02%
39,155
+23,617
629
$465K 0.02%
13,272
-3,050
630
$464K 0.02%
37,811
+15,137
631
$462K 0.02%
12,165
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632
$461K 0.02%
4,236
-478
633
$460K 0.02%
83,235
+57,169
634
$458K 0.02%
12,460
+500
635
$458K 0.02%
11,044
-999
636
$456K 0.02%
2,029
-119
637
$455K 0.02%
17,230
638
$455K 0.02%
1,516
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639
$454K 0.02%
9,212
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640
$453K 0.02%
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641
$453K 0.02%
+9,020
642
$453K 0.02%
2,630
643
$452K 0.02%
7,884
-3,307
644
$451K 0.02%
35,379
645
$451K 0.02%
37,925
-550
646
$451K 0.02%
+1,649
647
$451K 0.02%
8,979
-736
648
$450K 0.02%
5,778
+261
649
$450K 0.02%
+2,547
650
$449K 0.02%
13,920
-2,271
24 25
26
27 28