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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
776
$187K 0.02%
15,000
777
$184K 0.01%
38,500
-10,465
778
$181K 0.01%
29,416
+5,054
779
$172K 0.01%
+16,833
780
$171K 0.01%
+13,400
781
$170K 0.01%
+10,213
782
$170K 0.01%
18,600
+8,200
783
$169K 0.01%
27,400
+500
784
$167K 0.01%
10,603
-5,662
785
$166K 0.01%
13,261
+900
786
$166K 0.01%
23,870
787
$165K 0.01%
21,509
+2,859
788
$160K 0.01%
13,542
789
$157K 0.01%
+11,833
790
$150K 0.01%
23,198
+2,052
791
$148K 0.01%
24,406
-19,534
792
$145K 0.01%
5,721
-243
793
$144K 0.01%
+27,450
794
$142K 0.01%
11,375
+650
795
$141K 0.01%
+10,459
796
$140K 0.01%
+12,249
797
$133K 0.01%
+15,117
798
$132K 0.01%
11,600
799
$123K 0.01%
+13,235
800
$121K 0.01%
+19,200
30 31
32
33 34