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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.39%
8,623
-78
52
$2.63M 0.39%
28,246
+12,458
53
$2.6M 0.38%
70,696
+10,642
54
$2.59M 0.38%
27,306
+12,249
55
$2.55M 0.38%
18,089
+407
56
$2.54M 0.37%
29,393
+803
57
$2.54M 0.37%
10,934
+228
58
$2.5M 0.37%
14,253
+6,217
59
$2.48M 0.37%
29,921
+1,764
60
$2.45M 0.36%
49,253
+2,531
61
$2.42M 0.36%
47,905
+6,731
62
$2.41M 0.35%
10,274
+1,492
63
$2.41M 0.35%
97,920
+15,133
64
$2.35M 0.35%
6,765
+1,645
65
$2.33M 0.34%
18,282
-206
66
$2.3M 0.34%
20,330
+1,260
67
$2.29M 0.34%
10,539
+2,726
68
$2.28M 0.34%
213,853
+46,521
69
$2.25M 0.33%
110,550
+4,469
70
$2.23M 0.33%
16,159
+436
71
$2.22M 0.33%
399
-79
72
$2.22M 0.33%
28,556
+312
73
$2.16M 0.32%
31,988
+17,043
74
$2.14M 0.32%
13,606
+2,306
75
$2.11M 0.31%
131,536
-1,888
1 2
3
4 5