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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.37M 0.31%
10,423
-116
77
$2.32M 0.3%
45,885
-2,020
78
$2.3M 0.3%
65,221
+5,668
79
$2.22M 0.29%
27,888
-668
80
$2.2M 0.28%
64,040
+3,964
81
$2.2M 0.28%
135,368
+3,832
82
$2.18M 0.28%
50,958
+9,036
83
$2.18M 0.28%
90,464
+15,314
84
$2.17M 0.28%
15,336
+6,429
85
$2.16M 0.28%
180,431
+11,492
86
$2.12M 0.27%
26,978
-2,120
87
$2.1M 0.27%
14,593
-1,566
88
$2.08M 0.27%
91,728
-6,192
89
$2.08M 0.27%
27,663
+982
90
$2.08M 0.27%
104,640
-5,910
91
$2.07M 0.27%
10,245
-131
92
$2.02M 0.26%
13,427
-290
93
$2.01M 0.26%
22,192
-49
94
$2.01M 0.26%
23,297
-6,096
95
$2M 0.26%
23,608
-6,714
96
$1.97M 0.25%
14,736
+2,095
97
$1.91M 0.25%
142,725
+19,520
98
$1.91M 0.25%
51,720
-1,580
99
$1.91M 0.25%
29,615
+1,466
100
$1.9M 0.25%
118,962
+2,706
2 3
4
5 6