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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
826
$274K 0.01%
4,673
+495
827
$274K 0.01%
+1,746
828
$273K 0.01%
7,270
-1,313
829
$272K 0.01%
24,000
+5,000
830
$272K 0.01%
3,105
-890
831
$272K 0.01%
9,028
+131
832
$270K 0.01%
+6,200
833
$269K 0.01%
11,967
+1,893
834
$268K 0.01%
37,282
+1,070
835
$268K 0.01%
16,447
836
$268K 0.01%
8,470
+118
837
$267K 0.01%
11,791
+3,091
838
$266K 0.01%
+3,806
839
$265K 0.01%
2,592
-386
840
$265K 0.01%
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841
$265K 0.01%
13,730
+1,874
842
$265K 0.01%
8,763
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843
$263K 0.01%
2,892
+323
844
$262K 0.01%
+9,113
845
$261K 0.01%
5,311
-112
846
$261K 0.01%
18,150
-6,000
847
$260K 0.01%
5,279
-1,299
848
$260K 0.01%
12,349
-1,418
849
$258K 0.01%
1,653
-58
850
$258K 0.01%
1,733
+144
32 33
34
35 36