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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
676
$192K 0.02%
22,000
677
$188K 0.02%
17,075
+3,150
678
$186K 0.02%
16,215
679
$183K 0.02%
8,076
-1,008
680
$181K 0.02%
15,078
-4,800
681
$169K 0.02%
6,141
+632
682
$166K 0.02%
10,190
-700
683
$163K 0.01%
+12,265
684
$163K 0.01%
11,600
685
$160K 0.01%
+11,866
686
$159K 0.01%
12,891
+1,541
687
$159K 0.01%
+1,451
688
$157K 0.01%
16,600
689
$150K 0.01%
+12,388
690
$150K 0.01%
13,542
-3,651
691
$148K 0.01%
26,900
+500
692
$148K 0.01%
23,870
-3,165
693
$147K 0.01%
17,748
-86
694
$146K 0.01%
+14,117
695
$144K 0.01%
12,271
+1,126
696
$140K 0.01%
+10,075
697
$138K 0.01%
23,700
+2,240
698
$137K 0.01%
13,000
699
$135K 0.01%
18,650
700
$132K 0.01%
19,063
-860
26 27
28
29 30