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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
776
$304K 0.01%
+12,210
777
$303K 0.01%
2,295
-100
778
$302K 0.01%
+12,001
779
$301K 0.01%
26,240
+105
780
$300K 0.01%
5,673
+862
781
$299K 0.01%
10,478
+1,965
782
$298K 0.01%
54,356
-3,294
783
$298K 0.01%
2,049
-745
784
$297K 0.01%
3,784
-398
785
$297K 0.01%
2,946
-159
786
$297K 0.01%
8,775
787
$297K 0.01%
40,685
-5,633
788
$297K 0.01%
9,351
+327
789
$297K 0.01%
+7,587
790
$295K 0.01%
+3,562
791
$295K 0.01%
6,215
-738
792
$295K 0.01%
1,830
-15
793
$295K 0.01%
+12,688
794
$295K 0.01%
2,410
-92
795
$293K 0.01%
+4,900
796
$292K 0.01%
19,039
+56
797
$292K 0.01%
18,368
+705
798
$291K 0.01%
19,118
+162
799
$290K 0.01%
22,674
+180
800
$289K 0.01%
+7,858
30 31
32
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