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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
676
$388K 0.02%
4,077
-709
677
$387K 0.02%
7,626
+8
678
$385K 0.02%
3,440
+1,236
679
$383K 0.02%
6,009
-2,036
680
$381K 0.02%
+6,033
681
$379K 0.02%
3,710
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682
$378K 0.02%
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-1,479
683
$377K 0.02%
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684
$377K 0.02%
3,337
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685
$376K 0.02%
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2,730
687
$374K 0.02%
28,450
-649,654
688
$372K 0.02%
5,191
-451
689
$372K 0.02%
2,708
-182
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$372K 0.02%
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691
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-9,437
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5,413
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$369K 0.02%
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695
$369K 0.02%
3,406
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696
$368K 0.02%
2,948
-6,546
697
$368K 0.02%
2,806
-268
698
$368K 0.02%
8,592
+2,682
699
$367K 0.02%
707
-60
700
$366K 0.02%
8,376
+960
26 27
28
29 30