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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
951
$236K 0.01%
2,046
-3,404
952
$233K 0.01%
1,741
-29
953
$233K 0.01%
8,000
-9,500
954
$233K 0.01%
18,881
-13,275
955
$233K 0.01%
22,300
+2,300
956
$233K 0.01%
2,368
-1,072
957
$233K 0.01%
8,000
958
$232K 0.01%
+1,752
959
$231K 0.01%
9,682
-11,387
960
$231K 0.01%
+8,918
961
$230K 0.01%
8,150
962
$230K 0.01%
2,500
963
$229K 0.01%
9,736
-347
964
$228K 0.01%
5,830
965
$227K 0.01%
5,569
-1,273
966
$227K 0.01%
3,365
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967
$226K 0.01%
2,755
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968
$225K 0.01%
4,747
969
$225K 0.01%
+8,535
970
$224K 0.01%
+1,028
971
$223K 0.01%
4,160
-200
972
$223K 0.01%
+9,440
973
$222K 0.01%
+2,400
974
$222K 0.01%
1,610
-160
975
$221K 0.01%
7,496
-8,929
37 38
39
40 41