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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
676
$259K 0.02%
4,435
677
$258K 0.02%
+3,098
678
$258K 0.02%
17,663
679
$256K 0.02%
2,238
+300
680
$256K 0.02%
+7,628
681
$256K 0.02%
17,008
+186
682
$255K 0.02%
14,510
-12,186
683
$254K 0.02%
11,555
+3,395
684
$254K 0.02%
14,638
-1,046
685
$253K 0.02%
3,042
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686
$252K 0.02%
+16,454
687
$251K 0.02%
+6,736
688
$251K 0.02%
4,624
+10
689
$251K 0.02%
7,254
-80
690
$251K 0.02%
41,970
+100
691
$250K 0.02%
+8,956
692
$249K 0.02%
22,000
693
$249K 0.02%
+2,464
694
$249K 0.02%
5,691
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695
$248K 0.02%
24,032
+268
696
$247K 0.02%
+11,090
697
$246K 0.02%
4,404
+596
698
$245K 0.02%
340
+28
699
$245K 0.02%
19,750
+1,000
700
$244K 0.02%
2,668
+64
26 27
28
29 30