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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
826
$305K 0.01%
+522
827
$305K 0.01%
8,310
+329
828
$304K 0.01%
+11,635
829
$303K 0.01%
11,471
-258
830
$303K 0.01%
8,775
831
$303K 0.01%
26,000
+2,000
832
$302K 0.01%
7,656
+69
833
$302K 0.01%
12,912
+3,280
834
$302K 0.01%
2,350
+20
835
$302K 0.01%
2,829
-577
836
$302K 0.01%
13,503
+1,536
837
$301K 0.01%
14,759
+2,565
838
$300K 0.01%
2,902
+780
839
$300K 0.01%
3,359
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840
$300K 0.01%
2,190
-518
841
$298K 0.01%
6,563
+1,255
842
$298K 0.01%
2,241
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843
$298K 0.01%
11,053
-471
844
$296K 0.01%
+9,218
845
$296K 0.01%
+8,325
846
$293K 0.01%
+33,415
847
$292K 0.01%
+4,160
848
$292K 0.01%
2,742
+146
849
$292K 0.01%
9,916
+803
850
$292K 0.01%
2,526
-179
32 33
34
35 36