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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.49M 0.36%
22,472
-1,178
52
$4.49M 0.36%
11,928
+1,965
53
$4.41M 0.35%
41,575
+375
54
$4.4M 0.35%
44,314
-553,237
55
$4.37M 0.35%
41,063
+33,164
56
$4.36M 0.35%
37,195
-1,757
57
$4.32M 0.35%
111,665
-435
58
$4.25M 0.34%
300,936
+33,400
59
$4.24M 0.34%
38,332
+4,561
60
$4.2M 0.34%
12,631
+1,115
61
$4.18M 0.33%
51,556
+2,407
62
$4.12M 0.33%
39,576
-64
63
$4.06M 0.32%
126,175
+3,764
64
$3.98M 0.32%
62,626
-604
65
$3.95M 0.32%
24,228
+2,405
66
$3.91M 0.31%
91,435
+4,782
67
$3.86M 0.31%
29,610
-223
68
$3.86M 0.31%
47,475
+71
69
$3.84M 0.31%
34,792
+913
70
$3.78M 0.3%
28,955
+6,032
71
$3.72M 0.3%
75,627
+720
72
$3.7M 0.3%
66,788
+24,127
73
$3.64M 0.29%
23,509
+1,673
74
$3.61M 0.29%
36,071
+2,865
75
$3.49M 0.28%
203,428
+41,839
1 2
3
4 5