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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
851
$291K 0.01%
6,474
+836
852
$291K 0.01%
5,036
-1,117
853
$289K 0.01%
13,643
+3,057
854
$288K 0.01%
1,870
+63
855
$287K 0.01%
+8,109
856
$287K 0.01%
4,301
+731
857
$287K 0.01%
+10,520
858
$286K 0.01%
22,974
-20,296
859
$285K 0.01%
+2,276
860
$285K 0.01%
10,950
+2,600
861
$284K 0.01%
10,568
862
$283K 0.01%
+8,496
863
$283K 0.01%
+11,489
864
$282K 0.01%
14,325
-5,700
865
$280K 0.01%
7,485
-52
866
$279K 0.01%
2,982
-4,309
867
$279K 0.01%
10,602
+88
868
$277K 0.01%
2,742
-26
869
$277K 0.01%
+838
870
$277K 0.01%
14,062
-89
871
$276K 0.01%
2,026
+500
872
$276K 0.01%
5,495
-23,315
873
$275K 0.01%
2,967
-375
874
$275K 0.01%
+19,530
875
$273K 0.01%
8,544
+74
33 34
35
36 37