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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
651
$209K 0.02%
+2,279
652
$209K 0.02%
1,761
-51
653
$209K 0.02%
8,700
+744
654
$209K 0.02%
+2,025
655
$208K 0.02%
+1,289
656
$207K 0.02%
+2,679
657
$206K 0.02%
+2,125
658
$206K 0.02%
+2,210
659
$205K 0.02%
6,343
+117
660
$205K 0.02%
1,572
661
$204K 0.02%
24,354
+619
662
$204K 0.02%
+16,674
663
$204K 0.02%
+1,039
664
$204K 0.02%
+1,900
665
$203K 0.02%
9,500
-500
666
$203K 0.02%
+3,084
667
$203K 0.02%
+3,243
668
$202K 0.02%
+10,563
669
$202K 0.02%
+1,891
670
$202K 0.02%
+1,940
671
$201K 0.02%
+2,994
672
$201K 0.02%
+1,215
673
$200K 0.02%
1,742
-120
674
$198K 0.02%
29,000
+4,000
675
$196K 0.02%
19,597
25 26
27
28 29