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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
951
$202K 0.01%
+7,570
952
$202K 0.01%
+2,677
953
$202K 0.01%
+4,856
954
$201K 0.01%
+7,947
955
$201K 0.01%
30,811
-6,750
956
$200K 0.01%
5,539
-1,861
957
$196K 0.01%
+45,573
958
$193K 0.01%
23,758
-14,251
959
$191K 0.01%
31,412
-12,766
960
$191K 0.01%
10,900
-1,500
961
$188K 0.01%
17,132
-310
962
$188K 0.01%
+10,586
963
$187K 0.01%
22,940
+580
964
$182K 0.01%
+17,098
965
$182K 0.01%
+12,805
966
$181K 0.01%
10,132
-1,061
967
$178K 0.01%
15,263
-3,072
968
$176K 0.01%
11,720
+175
969
$176K 0.01%
24,419
+420
970
$173K 0.01%
14,221
+84
971
$168K 0.01%
64,465
+5,470
972
$162K 0.01%
11,442
+1,270
973
$160K 0.01%
15,945
+1,100
974
$148K 0.01%
+12,859
975
$144K 0.01%
26,066
+2,196
37 38
39
40 41