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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
726
$379K 0.02%
8,345
-476
727
$378K 0.02%
+7,934
728
$378K 0.02%
4,307
-55
729
$378K 0.02%
3,268
+1,203
730
$377K 0.02%
26,984
+7,472
731
$377K 0.02%
10,763
+2,000
732
$376K 0.02%
6,966
+1,705
733
$375K 0.02%
4,097
-552
734
$374K 0.02%
8,796
+204
735
$373K 0.01%
+1,022
736
$373K 0.01%
3,631
+401
737
$372K 0.01%
34,700
738
$372K 0.01%
740
-94
739
$370K 0.01%
12,920
+1,000
740
$370K 0.01%
1,152
-100
741
$370K 0.01%
+5,900
742
$369K 0.01%
7,366
+2,819
743
$369K 0.01%
3,691
-19
744
$366K 0.01%
20,985
+278
745
$366K 0.01%
20,615
+4,168
746
$365K 0.01%
8,423
-8,607
747
$365K 0.01%
+12,297
748
$364K 0.01%
19,375
+3,101
749
$364K 0.01%
6,943
+1
750
$362K 0.01%
+1,985
28 29
30
31 32