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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.39%
60,054
+10,281
52
$2.08M 0.39%
41,174
-1,491
53
$2.08M 0.39%
25,993
+2,742
54
$2.07M 0.39%
24,094
-7
55
$2.06M 0.39%
28,244
-888
56
$1.97M 0.37%
17,682
+3,135
57
$1.96M 0.37%
23,932
+5,217
58
$1.95M 0.37%
51,438
+1,896
59
$1.95M 0.37%
19,070
-6,170
60
$1.95M 0.37%
58,086
+21,653
61
$1.92M 0.36%
133,424
-6,280
62
$1.88M 0.35%
11,313
+780
63
$1.86M 0.35%
3,958
+1,071
64
$1.84M 0.35%
15,723
-7,443
65
$1.82M 0.34%
13,463
+2,103
66
$1.81M 0.34%
13,087
+2,351
67
$1.79M 0.34%
82,787
+7,471
68
$1.77M 0.33%
36,384
+3,336
69
$1.73M 0.33%
8,782
+1,768
70
$1.73M 0.33%
93,843
+39,678
71
$1.69M 0.32%
5,120
+2,088
72
$1.68M 0.32%
11,300
+1,400
73
$1.64M 0.31%
36,063
+408
74
$1.64M 0.31%
25,696
-3,855
75
$1.6M 0.3%
93,405
+18,050
1 2
3
4 5