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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
651
$448K 0.02%
6,605
-28
652
$447K 0.02%
6,448
+1,729
653
$446K 0.02%
16,966
-9
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$445K 0.02%
3,613
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655
$444K 0.02%
+6,594
656
$444K 0.02%
2,251
-41
657
$442K 0.02%
11,255
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658
$442K 0.02%
5,866
+1,304
659
$439K 0.02%
4,254
-1,695
660
$434K 0.02%
2,730
661
$432K 0.02%
30,520
+1,200
662
$431K 0.02%
12,650
-9,700
663
$429K 0.02%
8,372
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664
$429K 0.02%
+4,285
665
$427K 0.02%
1,429
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666
$426K 0.02%
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$426K 0.02%
2,670
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668
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6,441
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669
$424K 0.02%
14,805
+7,892
670
$422K 0.02%
+51,080
671
$422K 0.02%
47,040
+4,840
672
$421K 0.02%
6,501
+23
673
$419K 0.02%
1,860
+348
674
$419K 0.02%
7,183
675
$418K 0.02%
6,033
25 26
27
28 29