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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
776
$337K 0.01%
2,605
+195
777
$335K 0.01%
+6,919
778
$334K 0.01%
+9,916
779
$333K 0.01%
13,691
-11,144
780
$332K 0.01%
+8,554
781
$332K 0.01%
+4,279
782
$332K 0.01%
44,394
+7,112
783
$330K 0.01%
2,425
-371
784
$328K 0.01%
2,477
+1
785
$327K 0.01%
28,512
+6,441
786
$326K 0.01%
2,044
-967
787
$326K 0.01%
9,828
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788
$326K 0.01%
12,491
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789
$326K 0.01%
27,755
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790
$325K 0.01%
5,525
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791
$324K 0.01%
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792
$323K 0.01%
3,202
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793
$322K 0.01%
3,154
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794
$322K 0.01%
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795
$322K 0.01%
8,284
-1,123
796
$320K 0.01%
+1,219
797
$320K 0.01%
10,395
+3,137
798
$319K 0.01%
6,093
-2,859
799
$318K 0.01%
26,042
800
$317K 0.01%
1,248
+408
30 31
32
33 34