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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
$1.25B
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
751
$210K 0.02%
+3,534
752
$210K 0.02%
103,400
-25,000
753
$209K 0.02%
+1,825
754
$209K 0.02%
1,618
-195
755
$209K 0.02%
3,632
+13
756
$209K 0.02%
+4,036
757
$208K 0.02%
18,430
+7,332
758
$207K 0.02%
978
-1
759
$207K 0.02%
+3,419
760
$206K 0.02%
4,740
+1,210
761
$205K 0.02%
795
-100
762
$205K 0.02%
3,307
-135
763
$204K 0.02%
6,892
-3,111
764
$204K 0.02%
+521
765
$204K 0.02%
+515
766
$204K 0.02%
+5,450
767
$203K 0.02%
+5,817
768
$203K 0.02%
+968
769
$203K 0.02%
+4,040
770
$203K 0.02%
9,752
771
$201K 0.02%
+5,919
772
$201K 0.02%
726
+1
773
$199K 0.02%
+10,945
774
$196K 0.02%
14,818
+2,430
775
$193K 0.02%
+3,820
29 30
31
32 33