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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
876
$273K 0.01%
+30,753
877
$272K 0.01%
+7,430
878
$272K 0.01%
2,798
+492
879
$271K 0.01%
3,537
+860
880
$270K 0.01%
+4,500
881
$269K 0.01%
1,536
-294
882
$268K 0.01%
6,341
-29
883
$268K 0.01%
13,953
+223
884
$268K 0.01%
18,368
885
$267K 0.01%
8,500
+268
886
$267K 0.01%
+13,700
887
$266K 0.01%
2,229
-100
888
$265K 0.01%
+3,313
889
$263K 0.01%
13,406
+1,815
890
$263K 0.01%
+1,074
891
$263K 0.01%
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892
$262K 0.01%
9,104
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893
$262K 0.01%
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894
$261K 0.01%
38,377
-3,456
895
$261K 0.01%
10,883
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896
$260K 0.01%
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897
$260K 0.01%
1,120
-11
898
$259K 0.01%
6,384
+428
899
$259K 0.01%
1,145
+6
900
$259K 0.01%
+18,574
34 35
36
37 38