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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.42M 0.36%
22,097
-347
52
$3.41M 0.36%
83,046
+7,430
53
$3.39M 0.36%
8,626
+252
54
$3.38M 0.36%
14,366
+8,053
55
$3.31M 0.35%
181,552
+46,184
56
$3.3M 0.35%
9,574
+709
57
$3.28M 0.35%
22,460
+8,840
58
$3.27M 0.35%
88,204
+10,177
59
$3.24M 0.34%
23,557
+5,405
60
$3.21M 0.34%
68,301
-3,462
61
$3.21M 0.34%
57,268
-329
62
$3.2M 0.34%
19,580
+6,153
63
$3.17M 0.34%
56,541
+3,299
64
$3.16M 0.33%
62,655
+4,708
65
$3.13M 0.33%
23,593
+21,850
66
$3.12M 0.33%
57,290
+6,644
67
$3.12M 0.33%
12,790
+2,367
68
$3.05M 0.32%
18,505
+668
69
$3.05M 0.32%
40,344
+3,780
70
$3.02M 0.32%
54,346
+2,567
71
$2.87M 0.3%
7,853
-390
72
$2.82M 0.3%
95,878
+19,010
73
$2.76M 0.29%
66,887
+1,540
74
$2.75M 0.29%
29,289
+2,311
75
$2.75M 0.29%
100,608
+38,610
1 2
3
4 5