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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
926
$248K 0.01%
2,779
-113
927
$248K 0.01%
6,803
+7
928
$248K 0.01%
3,652
-567
929
$248K 0.01%
5,061
-218
930
$247K 0.01%
+3,330
931
$247K 0.01%
969
+93
932
$247K 0.01%
8,549
933
$247K 0.01%
3,554
+17
934
$246K 0.01%
8,297
935
$246K 0.01%
2,008
-17
936
$245K 0.01%
5,755
+899
937
$245K 0.01%
+2,641
938
$244K 0.01%
8,068
-4,331
939
$244K 0.01%
+2,443
940
$243K 0.01%
26,438
+1,040
941
$243K 0.01%
1,873
-176
942
$243K 0.01%
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943
$242K 0.01%
5,018
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944
$241K 0.01%
3,914
-67
945
$240K 0.01%
1,980
+350
946
$239K 0.01%
+8,431
947
$239K 0.01%
+92,313
948
$237K 0.01%
1,527
-157
949
$236K 0.01%
5,700
-500
950
$236K 0.01%
12,674
+54
36 37
38
39 40