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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
676
$418K 0.02%
2,986
+101
677
$415K 0.02%
8,137
-142
678
$415K 0.02%
16,778
-782
679
$413K 0.02%
6,762
-2,168
680
$413K 0.02%
15,165
681
$411K 0.02%
+13,347
682
$411K 0.02%
500
-194
683
$408K 0.02%
20,241
-33
684
$407K 0.02%
+2,573
685
$406K 0.02%
1,818
-195
686
$405K 0.02%
8,317
+691
687
$405K 0.02%
2,337
-480
688
$405K 0.02%
7,099
+3,537
689
$405K 0.02%
+11,707
690
$405K 0.02%
862
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691
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692
$401K 0.02%
12,986
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693
$401K 0.02%
2,705
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694
$400K 0.02%
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695
$400K 0.02%
21,386
-5,494
696
$400K 0.02%
4,228
-14,130
697
$400K 0.02%
22,742
+9,937
698
$400K 0.02%
63,931
+14,028
699
$399K 0.02%
5,149
-42
700
$399K 0.02%
11,065
+1,446
26 27
28
29 30