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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
751
$358K 0.01%
15,423
+2,735
752
$358K 0.01%
7,458
-1,876
753
$358K 0.01%
+13,222
754
$357K 0.01%
5,962
-307
755
$355K 0.01%
9,358
+1,500
756
$355K 0.01%
+225
757
$354K 0.01%
+3,070
758
$354K 0.01%
+277
759
$353K 0.01%
8,625
760
$352K 0.01%
5,997
+1,324
761
$351K 0.01%
+4,221
762
$350K 0.01%
+9,870
763
$349K 0.01%
7,845
-1,156
764
$348K 0.01%
+10,980
765
$347K 0.01%
14,879
+411
766
$346K 0.01%
5,412
-1
767
$346K 0.01%
3,457
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768
$346K 0.01%
16,506
-5,244
769
$346K 0.01%
10,125
-4,125
770
$343K 0.01%
+18,000
771
$340K 0.01%
9,893
-209
772
$340K 0.01%
8,862
-2,096
773
$340K 0.01%
17,884
+21
774
$339K 0.01%
7,247
-500
775
$337K 0.01%
20,930
+1,891
29 30
31
32 33