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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
651
$269K 0.02%
5,800
+190
652
$269K 0.02%
12,180
653
$267K 0.02%
43,200
654
$267K 0.02%
+1,189
655
$267K 0.02%
2,192
-76
656
$267K 0.02%
+2,361
657
$267K 0.02%
+4,997
658
$266K 0.02%
+7,800
659
$266K 0.02%
1,684
-48
660
$266K 0.02%
9,992
661
$266K 0.02%
+3,710
662
$266K 0.02%
956
-299
663
$265K 0.02%
+5,300
664
$265K 0.02%
+14,580
665
$265K 0.02%
9,024
+922
666
$264K 0.02%
1,930
667
$263K 0.02%
+743
668
$263K 0.02%
+3,789
669
$261K 0.02%
+6,550
670
$261K 0.02%
1,400
-188
671
$261K 0.02%
4,802
+191
672
$260K 0.02%
+2,422
673
$260K 0.02%
17,614
-1,175
674
$260K 0.02%
4,456
-2,352
675
$260K 0.02%
2,196
+66
25 26
27
28 29