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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
801
$317K 0.01%
8,611
+1,009
802
$317K 0.01%
69,944
+11,170
803
$315K 0.01%
+10,177
804
$315K 0.01%
+979
805
$315K 0.01%
9,768
806
$314K 0.01%
18,500
807
$314K 0.01%
1,812
+100
808
$314K 0.01%
17,599
+172
809
$314K 0.01%
5,872
-475
810
$314K 0.01%
8,156
-308
811
$313K 0.01%
16,347
+226
812
$313K 0.01%
14,867
+206
813
$312K 0.01%
6,014
814
$312K 0.01%
2,208
+736
815
$311K 0.01%
15,213
+213
816
$310K 0.01%
2,978
-2,590
817
$310K 0.01%
49,598
+8,727
818
$310K 0.01%
21,369
+2,251
819
$309K 0.01%
9,669
+318
820
$309K 0.01%
12,210
821
$308K 0.01%
2,757
+144
822
$308K 0.01%
12,796
+2,262
823
$307K 0.01%
2,181
824
$307K 0.01%
10,619
-19,794
825
$305K 0.01%
2,218
-125
31 32
33
34 35