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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.39M 0.34%
70,655
+5,940
52
$8.37M 0.34%
273,347
+93,412
53
$8.04M 0.32%
47,436
-13,004
54
$8.04M 0.32%
194,907
+10,565
55
$8M 0.32%
467,604
+28,259
56
$7.94M 0.32%
214,996
-50,200
57
$7.87M 0.32%
38,905
-939
58
$7.86M 0.31%
311,592
+36,332
59
$7.76M 0.31%
114,608
-17,513
60
$7.56M 0.3%
61,096
-22,221
61
$7.32M 0.29%
40,094
+3,905
62
$7.31M 0.29%
55,340
+998
63
$7.29M 0.29%
61,469
+3,003
64
$7.27M 0.29%
21,128
+823
65
$7.25M 0.29%
142,400
+18,566
66
$7.11M 0.28%
140,821
+8,808
67
$7M 0.28%
48,005
+1,956
68
$6.9M 0.28%
104,063
+375
69
$6.9M 0.28%
41,809
+19,361
70
$6.78M 0.27%
120,184
-17,722
71
$6.78M 0.27%
39,526
+1,571
72
$6.59M 0.26%
59,637
+1,029
73
$6.49M 0.26%
12,744
+2,725
74
$6.32M 0.25%
187,558
-1,292
75
$6.31M 0.25%
16,124
-5,586
1 2
3
4 5