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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.33%
34,503
+1,533
52
$3.57M 0.32%
117,605
-10,831
53
$3.52M 0.32%
91,484
+790
54
$3.44M 0.31%
+48,498
55
$3.44M 0.31%
67,187
+6,980
56
$3.42M 0.31%
20,965
+87
57
$3.34M 0.3%
39,684
+10,691
58
$3.34M 0.3%
24,590
-76
59
$3.3M 0.3%
244,271
+78,964
60
$3.25M 0.29%
67,517
+15,798
61
$3.24M 0.29%
30,960
+3,699
62
$3.16M 0.29%
71,161
+1,674
63
$3.15M 0.29%
9,604
+82
64
$3.13M 0.28%
19,115
+1,992
65
$3.09M 0.28%
81,258
+2,500
66
$3.02M 0.27%
10,522
+106
67
$2.92M 0.26%
26,568
+1,860
68
$2.92M 0.26%
20,322
+5,130
69
$2.91M 0.26%
67,287
-342
70
$2.88M 0.26%
277,569
-974
71
$2.87M 0.26%
30,409
-5,631
72
$2.86M 0.26%
65,425
-3,588
73
$2.83M 0.26%
46,885
-1,486
74
$2.77M 0.25%
256,104
+70,820
75
$2.74M 0.25%
96,260
-7,549
1 2
3
4 5