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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
876
$246K 0.01%
8,565
-3,146
877
$246K 0.01%
5,956
-1,871
878
$245K 0.01%
1,668
+32
879
$245K 0.01%
5,763
+13
880
$244K 0.01%
22,071
+1,638
881
$244K 0.01%
1,131
+225
882
$243K 0.01%
388
+43
883
$242K 0.01%
+1,136
884
$241K 0.01%
48,400
-6,000
885
$241K 0.01%
8,297
886
$241K 0.01%
+6,467
887
$240K 0.01%
3,570
-1,836
888
$240K 0.01%
4,926
-48
889
$240K 0.01%
+8,549
890
$239K 0.01%
11,591
-809
891
$239K 0.01%
4,360
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892
$239K 0.01%
8,350
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893
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+8,150
894
$238K 0.01%
4,971
-1,226
895
$237K 0.01%
2,065
+28
896
$236K 0.01%
+9,632
897
$234K 0.01%
1,472
-1,148
898
$234K 0.01%
1,526
-21
899
$233K 0.01%
+1,693
900
$233K 0.01%
20,353
-1,461
34 35
36
37 38