We are live on ! Find out more
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
726
$227K 0.02%
794
+23
727
$227K 0.02%
7,526
+1,020
728
$227K 0.02%
4,831
-506
729
$226K 0.02%
1,632
+273
730
$224K 0.02%
12,808
+1,661
731
$222K 0.02%
+576
732
$222K 0.02%
19,000
733
$222K 0.02%
6,380
-194
734
$221K 0.02%
7,362
+228
735
$221K 0.02%
12,070
+454
736
$221K 0.02%
13,668
+810
737
$220K 0.02%
+1,874
738
$220K 0.02%
+494
739
$220K 0.02%
+2,331
740
$220K 0.02%
6,839
+179
741
$219K 0.02%
475
+49
742
$219K 0.02%
+11,304
743
$217K 0.02%
20,832
+4,881
744
$217K 0.02%
+1,492
745
$216K 0.02%
3,196
-738
746
$216K 0.02%
6,058
-990
747
$215K 0.02%
+6,630
748
$215K 0.02%
2,300
-1,900
749
$215K 0.02%
+2,244
750
$212K 0.02%
+7,680
28 29
30
31 32