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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.79M 0.36%
20,305
-131
52
$7.78M 0.36%
137,906
+37,716
53
$7.73M 0.36%
184,342
+16,320
54
$7.55M 0.35%
82,225
+2,279
55
$7.54M 0.35%
31,971
+21,426
56
$7.46M 0.34%
64,715
+6,960
57
$7.42M 0.34%
439,345
+80,140
58
$7.29M 0.33%
+127,687
59
$7.28M 0.33%
145,368
-23,541
60
$7.19M 0.33%
171,214
+557
61
$7.17M 0.33%
54,342
-1,561
62
$7.13M 0.33%
142,512
+1,578
63
$7.07M 0.32%
58,466
+302
64
$6.91M 0.32%
37,955
+1,596
65
$6.89M 0.32%
40,678
-3,498
66
$6.8M 0.31%
46,049
+3,711
67
$6.77M 0.31%
52,718
+17,590
68
$6.66M 0.31%
132,013
-1,622
69
$6.65M 0.31%
103,688
-2,603
70
$6.61M 0.3%
36,189
-129
71
$6.59M 0.3%
183,791
+3,657
72
$6.48M 0.3%
58,608
+2,426
73
$6.38M 0.29%
275,260
-25,700
74
$6.28M 0.29%
123,834
+29,473
75
$6.22M 0.29%
188,850
+983
1 2
3
4 5