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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
726
$64.5K 0.01%
3,160
+1,000
727
$58.3K 0.01%
12,400
728
$58.1K 0.01%
19,828
-1,815
729
$58K 0.01%
10,408
+345
730
$56.8K 0.01%
603
-39
731
$54.3K ﹤0.01%
22,360
+125
732
$52.2K ﹤0.01%
12,050
-3,866
733
$50.4K ﹤0.01%
19,700
734
$45.7K ﹤0.01%
11,200
735
$39K ﹤0.01%
1,429
-333
736
$37.7K ﹤0.01%
17,000
737
$31.6K ﹤0.01%
11,000
738
$26.8K ﹤0.01%
11,000
739
$21.7K ﹤0.01%
12,075
740
$11.1K ﹤0.01%
17,945
+5,460
741
$7.4K ﹤0.01%
808
-60
742
$2.15K ﹤0.01%
500
743
$1.79K ﹤0.01%
732
744
$428 ﹤0.01%
+11,000
745
– –
-1,950
746
– –
-9,347
747
– –
-2,441
748
– –
-1,976
749
– –
-2,845
750
– –
-1,777
28 29
30
31 32