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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
701
$244K 0.02%
9,775
+2,281
702
$243K 0.02%
7,236
+140
703
$239K 0.02%
13,138
-190
704
$238K 0.02%
491
-219
705
$238K 0.02%
+12,000
706
$238K 0.02%
1,536
-29
707
$238K 0.02%
33,350
+11,450
708
$238K 0.02%
10,596
-525
709
$237K 0.02%
1,429
+1
710
$237K 0.02%
3,754
-328
711
$237K 0.02%
+7,534
712
$236K 0.02%
+4,138
713
$236K 0.02%
8,847
714
$235K 0.02%
6,449
+136
715
$235K 0.02%
+548
716
$234K 0.02%
4,012
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717
$234K 0.02%
3,750
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718
$233K 0.02%
20,642
-429
719
$233K 0.02%
+1,129
720
$233K 0.02%
7,591
721
$233K 0.02%
+9,388
722
$229K 0.02%
6,345
+135
723
$228K 0.02%
18,226
+7,962
724
$228K 0.02%
2,406
-1,518
725
$228K 0.02%
24,764
-6,033
27 28
29
30 31