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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
651
$212K 0.02%
2,481
+90
652
$211K 0.02%
+4,757
653
$211K 0.02%
+4,374
654
$210K 0.02%
26,360
-2,370
655
$209K 0.02%
9,202
-452
656
$209K 0.02%
+21,423
657
$209K 0.02%
10,034
+802
658
$209K 0.02%
+6,352
659
$208K 0.02%
16,868
660
$206K 0.02%
2,743
661
$206K 0.02%
+96
662
$205K 0.02%
+24,426
663
$205K 0.02%
2,161
664
$205K 0.02%
+2,888
665
$205K 0.02%
1,550
+39
666
$204K 0.02%
1,996
-437
667
$204K 0.02%
975
668
$204K 0.02%
+14,313
669
$203K 0.02%
2,482
-12,352
670
$203K 0.02%
2,162
-2,353
671
$202K 0.02%
+1,286
672
$201K 0.02%
1,631
673
$200K 0.02%
6,798
-2,380
674
$198K 0.02%
+10,835
675
$195K 0.02%
29,624
+9,166
25 26
27
28 29