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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
826
$48K ﹤0.01%
10,729
+1
827
$45.8K ﹤0.01%
10,550
-800
828
$45.3K ﹤0.01%
559
-27
829
$36.3K ﹤0.01%
2,074
+475
830
$34.5K ﹤0.01%
2,908
+18
831
$21.8K ﹤0.01%
11,000
832
$18.1K ﹤0.01%
12,075
833
$13.9K ﹤0.01%
+667
834
$13.2K ﹤0.01%
11,000
835
$5.11K ﹤0.01%
+10,600
836
$4.86K ﹤0.01%
763
837
– –
-2,857
838
– –
-3,781
839
– –
-5,950
840
– –
-2,500
841
– –
-1,831
842
– –
-27,815
843
– –
-2,388
844
– –
-27,010
845
– –
-34,500
846
– –
-68,523
847
– –
-12,860
848
– –
-3,444
849
– –
-13,128
850
– –
-10,134
32 33
34
35 36