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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
901
$259K 0.01%
12,975
+233
902
$259K 0.01%
2,066
+40
903
$258K 0.01%
1,661
-7
904
$258K 0.01%
5,092
-2,241
905
$258K 0.01%
+9,978
906
$257K 0.01%
+8,623
907
$255K 0.01%
2,662
+70
908
$254K 0.01%
7,171
-3,042
909
$254K 0.01%
5,986
+223
910
$254K 0.01%
+2,450
911
$253K 0.01%
1,256
-1,084
912
$253K 0.01%
3,982
-200
913
$253K 0.01%
+1,829
914
$253K 0.01%
5,859
+287
915
$252K 0.01%
4,922
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916
$252K 0.01%
1,597
-117
917
$252K 0.01%
7,270
918
$252K 0.01%
12,349
919
$251K 0.01%
1,615
+216
920
$251K 0.01%
18,985
+524
921
$251K 0.01%
1,290
+2
922
$251K 0.01%
7,133
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923
$251K 0.01%
2,397
+70
924
$251K 0.01%
+5,696
925
$249K 0.01%
1,802
+69
35 36
37
38 39