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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
651
$412K 0.02%
6,478
+1,132
652
$411K 0.02%
15,165
-3,730
653
$409K 0.02%
6,390
-865
654
$408K 0.02%
10,236
+1,323
655
$407K 0.02%
1,307
+107
656
$406K 0.02%
+4,528
657
$406K 0.02%
11,960
658
$405K 0.02%
2,885
-564
659
$402K 0.02%
8,821
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660
$401K 0.02%
2,340
+1,260
661
$400K 0.02%
1,535
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662
$400K 0.02%
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-1,397
663
$399K 0.02%
20,128
-12,011
664
$398K 0.02%
1,254
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665
$397K 0.02%
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666
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667
$395K 0.02%
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$394K 0.02%
42,200
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669
$394K 0.02%
32,156
+886
670
$393K 0.02%
6,269
-82
671
$393K 0.02%
5,643
+525
672
$393K 0.02%
+5,025
673
$390K 0.02%
21,370
+312
674
$390K 0.02%
7,851
-216
675
$389K 0.02%
47,647
-6,541
25 26
27
28 29