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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.08M 0.31%
13,717
+254
77
$2.03M 0.3%
60,076
+12,710
78
$1.97M 0.29%
22,241
-3,752
79
$1.97M 0.29%
38,861
+2,798
80
$1.95M 0.29%
13,161
+74
81
$1.95M 0.29%
63,824
+5,738
82
$1.9M 0.28%
59,553
+3,232
83
$1.88M 0.28%
+30,394
84
$1.85M 0.27%
11,486
+967
85
$1.85M 0.27%
10,376
+3,960
86
$1.84M 0.27%
72,549
-20,856
87
$1.83M 0.27%
33,564
+10,464
88
$1.82M 0.27%
60,155
-5,044
89
$1.82M 0.27%
26,681
+3,069
90
$1.8M 0.27%
23,346
+2,562
91
$1.79M 0.26%
32,944
-3,440
92
$1.77M 0.26%
41,922
-9,516
93
$1.76M 0.26%
116,256
+30,108
94
$1.75M 0.26%
28,149
+1,018
95
$1.75M 0.26%
54,131
+15,236
96
$1.73M 0.25%
14,535
+2,620
97
$1.7M 0.25%
168,939
-303
98
$1.67M 0.25%
+37,221
99
$1.65M 0.24%
75,150
+36,200
100
$1.62M 0.24%
4,876
+905
2 3
4
5 6