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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$322K 0.01%
2,581
-15
752
$319K 0.01%
10,232
-495
753
$318K 0.01%
8,232
+928
754
$317K 0.01%
+11,729
755
$315K 0.01%
30,227
-13,430
756
$314K 0.01%
2,181
757
$314K 0.01%
18,500
758
$313K 0.01%
2,705
-164
759
$312K 0.01%
3,100
-804
760
$312K 0.01%
+4,719
761
$312K 0.01%
10,350
762
$312K 0.01%
2,613
+1
763
$311K 0.01%
3,342
-23
764
$311K 0.01%
+10,136
765
$310K 0.01%
16,121
+1,731
766
$309K 0.01%
4,219
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767
$309K 0.01%
2,768
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768
$308K 0.01%
+2,935
769
$308K 0.01%
3,330
+144
770
$307K 0.01%
14,661
+2,095
771
$307K 0.01%
+9,768
772
$306K 0.01%
15,000
+2,140
773
$306K 0.01%
17,427
+1,427
774
$306K 0.01%
2,122
+151
775
$305K 0.01%
2,330
-61
29 30
31
32 33