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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
801
$289K 0.01%
1,095
-1,767
802
$288K 0.01%
6,370
+531
803
$288K 0.01%
+1,480
804
$288K 0.01%
11,524
+1,436
805
$285K 0.01%
14,151
+1,000
806
$285K 0.01%
1,630
807
$284K 0.01%
3,343
808
$283K 0.01%
3,922
+350
809
$281K 0.01%
10,514
+172
810
$281K 0.01%
+7,981
811
$279K 0.01%
15,333
-3,288
812
$279K 0.01%
10,025
813
$279K 0.01%
1,430
+158
814
$279K 0.01%
3,253
-200
815
$278K 0.01%
+8,893
816
$278K 0.01%
40,871
+24,758
817
$278K 0.01%
1,807
+34
818
$278K 0.01%
14,507
+4,966
819
$278K 0.01%
41,833
+46
820
$278K 0.01%
19,512
+2,348
821
$277K 0.01%
10,568
822
$276K 0.01%
6,511
+1,510
823
$276K 0.01%
20,000
+4,000
824
$275K 0.01%
7,602
825
$275K 0.01%
7,537
-37
31 32
33
34 35