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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.3%
29,443
-3,235
77
$1.57M 0.3%
65,199
+5,603
78
$1.55M 0.29%
10,519
-755
79
$1.54M 0.29%
26,394
+1,655
80
$1.52M 0.29%
44,376
+11,100
81
$1.47M 0.28%
6,707
+387
82
$1.47M 0.28%
105,721
+3,336
83
$1.46M 0.27%
4,969
+122
84
$1.46M 0.27%
169,242
+15,604
85
$1.45M 0.27%
56,321
+12,677
86
$1.44M 0.27%
20,784
+2,236
87
$1.43M 0.27%
27,131
+12,985
88
$1.4M 0.26%
23,239
-236
89
$1.39M 0.26%
13,211
+1,884
90
$1.38M 0.26%
26,799
-7,807
91
$1.38M 0.26%
35,488
+3,424
92
$1.38M 0.26%
15,013
+2,663
93
$1.38M 0.26%
81,661
+18,341
94
$1.38M 0.26%
23,612
+2,297
95
$1.35M 0.25%
17,091
+500
96
$1.35M 0.25%
9,707
+561
97
$1.35M 0.25%
47,366
-440
98
$1.31M 0.25%
11,057
-579
99
$1.3M 0.24%
13,922
+1,629
100
$1.28M 0.24%
54,405
-1,990
2 3
4
5 6