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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
676
$194K 0.02%
13,716
-3,553
677
$185K 0.02%
11,689
+223
678
$185K 0.02%
21,135
-5,476
679
$183K 0.02%
16,100
+3,500
680
$180K 0.02%
+13,250
681
$178K 0.02%
30,766
+10,361
682
$171K 0.02%
17,153
683
$171K 0.02%
4,027
+33
684
$169K 0.02%
10,621
685
$154K 0.02%
14,517
+1,865
686
$154K 0.02%
16,282
+2,601
687
$145K 0.02%
+14,290
688
$142K 0.02%
12,450
+250
689
$133K 0.01%
12,386
690
$117K 0.01%
10,942
-2,850
691
$114K 0.01%
+10,783
692
$108K 0.01%
+10,206
693
$107K 0.01%
20,155
-1,005
694
$96K 0.01%
32,000
-2,500
695
$65K 0.01%
17,435
+3,100
696
$57K 0.01%
10,003
-5,000
697
$38.3K ﹤0.01%
+10,500
698
$26.2K ﹤0.01%
10,800
-26,700
699
$11K ﹤0.01%
+500
700
$6.76K ﹤0.01%
+57,960
26 27
28
29 30