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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
701
$398K 0.02%
4,337
+1,007
702
$397K 0.02%
6,416
+37
703
$396K 0.02%
13,835
+1,948
704
$396K 0.02%
1,267
+13
705
$394K 0.02%
17,746
+3,280
706
$394K 0.02%
36,458
+6,231
707
$392K 0.02%
20,845
-525
708
$390K 0.02%
26,918
-22,825
709
$389K 0.02%
+10,023
710
$389K 0.02%
16,214
+2,648
711
$389K 0.02%
7,851
712
$388K 0.02%
14,216
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713
$386K 0.02%
4,952
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714
$385K 0.02%
+13,141
715
$384K 0.02%
4,077
716
$383K 0.02%
+2,627
717
$383K 0.02%
4,185
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718
$382K 0.02%
5,596
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719
$381K 0.02%
5,025
720
$381K 0.02%
12,917
+620
721
$381K 0.02%
9,460
+4,440
722
$380K 0.02%
+9,534
723
$380K 0.02%
6,987
-933
724
$380K 0.02%
9,610
-2,476
725
$380K 0.02%
16,715
-227
27 28
29
30 31