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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
801
$121K 0.01%
14,770
-7,258
802
$115K 0.01%
+10,406
803
$113K 0.01%
3,773
+55
804
$110K 0.01%
16,776
-2,287
805
$103K 0.01%
+16,270
806
$103K 0.01%
+30,220
807
$102K 0.01%
+13,200
808
$99.1K 0.01%
15,390
+165
809
$93.8K 0.01%
+11,400
810
$92.5K 0.01%
10,560
+152
811
$92.3K 0.01%
+11,450
812
$92.3K 0.01%
11,065
813
$91.7K 0.01%
22,360
814
$91K 0.01%
+3,354
815
$87.7K 0.01%
20,450
+750
816
$81.9K 0.01%
+12,600
817
$73.5K 0.01%
18,700
818
$72.8K 0.01%
14,819
-10,728
819
$71.5K 0.01%
11,200
820
$68.9K 0.01%
+12,500
821
$65.2K 0.01%
24,602
-53,380
822
$61.6K ﹤0.01%
+10,719
823
$58.8K ﹤0.01%
10,588
-7,215
824
$52.3K ﹤0.01%
10,539
-689
825
$50.4K ﹤0.01%
13,000
31 32
33
34 35