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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
901
$233K 0.01%
+14,710
902
$232K 0.01%
4,994
+26
903
$232K 0.01%
7,520
+858
904
$231K 0.01%
25,398
+1,227
905
$230K 0.01%
2,500
906
$230K 0.01%
2,122
-37
907
$230K 0.01%
10,037
-452
908
$229K 0.01%
+1,139
909
$229K 0.01%
+4,547
910
$227K 0.01%
1,455
-466
911
$227K 0.01%
876
-34
912
$227K 0.01%
+961
913
$227K 0.01%
+6,633
914
$226K 0.01%
5,253
915
$226K 0.01%
+12,620
916
$226K 0.01%
1,399
-60
917
$225K 0.01%
4,747
918
$224K 0.01%
8,000
919
$224K 0.01%
3,322
-31
920
$223K 0.01%
12,828
-60
921
$222K 0.01%
551
-125
922
$221K 0.01%
+3,261
923
$220K 0.01%
+7,258
924
$219K 0.01%
13,139
-31,210
925
$218K 0.01%
+840
35 36
37
38 39