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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
851
$258K 0.01%
18,461
852
$257K 0.01%
2,025
-532
853
$256K 0.01%
4,808
-618
854
$256K 0.01%
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$255K 0.01%
6,796
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856
$255K 0.01%
5,638
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1,512
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2,327
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$254K 0.01%
3,238
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860
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861
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862
$253K 0.01%
4,182
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863
$252K 0.01%
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864
$251K 0.01%
2,596
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865
$251K 0.01%
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$250K 0.01%
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$249K 0.01%
7,018
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869
$249K 0.01%
10,083
-1,465
870
$247K 0.01%
1,770
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871
$247K 0.01%
5,308
872
$247K 0.01%
2,026
-100
873
$247K 0.01%
+4,360
874
$247K 0.01%
+1,288
875
$246K 0.01%
+4,507
33 34
35
36 37