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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
926
$218K 0.01%
+4,690
927
$218K 0.01%
+1,132
928
$217K 0.01%
+5,572
929
$217K 0.01%
+7,403
930
$216K 0.01%
+5,830
931
$215K 0.01%
5,504
932
$215K 0.01%
8,200
-815
933
$213K 0.01%
6,259
-1,809
934
$213K 0.01%
+1,674
935
$212K 0.01%
6,172
+254
936
$212K 0.01%
11,315
-28,035
937
$211K 0.01%
3,655
938
$211K 0.01%
2,156
939
$211K 0.01%
1,058
-130
940
$209K 0.01%
4,422
-1,202
941
$208K 0.01%
7,050
942
$208K 0.01%
2,306
-405
943
$207K 0.01%
+1,770
944
$206K 0.01%
+3,205
945
$206K 0.01%
6,913
-33
946
$206K 0.01%
14,368
+700
947
$205K 0.01%
+1,423
948
$204K 0.01%
+5,020
949
$204K 0.01%
+2,583
950
$202K 0.01%
14,750
-4,950
36 37
38
39 40