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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
701
$129K 0.01%
+10,861
702
$120K 0.01%
13,255
-1,990
703
$119K 0.01%
+11,600
704
$117K 0.01%
24,980
+4,175
705
$110K 0.01%
17,790
+2,030
706
$109K 0.01%
+12,000
707
$109K 0.01%
25,547
+2,042
708
$108K 0.01%
10,890
-1,400
709
$105K 0.01%
11,497
-4,448
710
$102K 0.01%
18,700
-6,300
711
$99.1K 0.01%
10,400
712
$98K 0.01%
+12,101
713
$97K 0.01%
23,368
+552
714
$94.3K 0.01%
+11,626
715
$93.3K 0.01%
18,400
716
$92.7K 0.01%
15,048
+165
717
$91.3K 0.01%
+10,000
718
$80K 0.01%
3,668
-350
719
$79.9K 0.01%
10,096
-1,080
720
$78.4K 0.01%
11,700
721
$78K 0.01%
14,500
722
$73.8K 0.01%
47,000
+3,000
723
$72.8K 0.01%
10,990
-2,000
724
$72.2K 0.01%
+11,217
725
$69.9K 0.01%
17,166
+100
27 28
29
30 31