We are live on ! Find out more
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
701
$366K 0.02%
6,379
+311
702
$366K 0.02%
+13,085
703
$365K 0.02%
17,863
-1,540
704
$364K 0.02%
+1,214
705
$364K 0.02%
26,042
-9,870
706
$364K 0.02%
1,163
+10
707
$363K 0.02%
8,464
+6
708
$362K 0.02%
9,619
-2,914
709
$361K 0.02%
2,825
+406
710
$359K 0.02%
+5,261
711
$358K 0.02%
+2,417
712
$357K 0.02%
+2,329
713
$356K 0.02%
13,701
+2,890
714
$355K 0.02%
847
-43
715
$355K 0.02%
8,200
716
$354K 0.02%
834
+236
717
$353K 0.02%
+12,297
718
$353K 0.02%
6,153
+4
719
$351K 0.02%
49,903
+3,335
720
$351K 0.02%
7,747
+1,297
721
$350K 0.02%
+9,675
722
$349K 0.02%
20,707
+1,032
723
$347K 0.02%
11,887
+116
724
$347K 0.02%
+12,540
725
$345K 0.02%
8,625
27 28
29
30 31