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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.05M 0.39%
8,374
+110
52
$2.99M 0.39%
26,238
+8,415
53
$2.96M 0.38%
75,616
+21,485
54
$2.94M 0.38%
8,243
+297
55
$2.93M 0.38%
17,837
+4,231
56
$2.93M 0.38%
8,865
+242
57
$2.92M 0.38%
62,576
+15,006
58
$2.8M 0.36%
57,947
+20,726
59
$2.78M 0.36%
11,455
+1,181
60
$2.76M 0.36%
70,902
-969
61
$2.74M 0.35%
233,780
+19,927
62
$2.66M 0.34%
50,646
+11,785
63
$2.62M 0.34%
51,779
+10,783
64
$2.62M 0.34%
14,309
+6,066
65
$2.62M 0.34%
24,956
+16,921
66
$2.62M 0.34%
72,180
+1,484
67
$2.59M 0.33%
36,564
+4,576
68
$2.53M 0.33%
65,347
+5,192
69
$2.48M 0.32%
78,293
+58,043
70
$2.47M 0.32%
18,175
+86
71
$2.46M 0.32%
78,027
+23,780
72
$2.44M 0.32%
25,529
-1,777
73
$2.39M 0.31%
18,152
+3,617
74
$2.38M 0.31%
18,958
+676
75
$2.37M 0.31%
28,867
-1,054
1 2
3
4 5