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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.29%
189,670
+99,675
77
$2.71M 0.29%
50,864
-20,038
78
$2.7M 0.29%
25,494
-35
79
$2.7M 0.29%
56,472
+5,514
80
$2.68M 0.28%
73,639
+16,031
81
$2.68M 0.28%
68,454
-3,726
82
$2.63M 0.28%
70,719
+5,498
83
$2.62M 0.28%
19,322
+1,147
84
$2.52M 0.27%
185,809
+5,378
85
$2.45M 0.26%
11,917
+1,672
86
$2.4M 0.25%
95,665
+5,201
87
$2.4M 0.25%
16,857
+2,121
88
$2.4M 0.25%
5,226
+747
89
$2.39M 0.25%
50,170
-1,550
90
$2.37M 0.25%
46,886
+1,001
91
$2.36M 0.25%
22,540
-2,416
92
$2.35M 0.25%
66,291
+2,251
93
$2.34M 0.25%
108,764
+84,964
94
$2.33M 0.25%
+4,756
95
$2.29M 0.24%
135,492
-48,676
96
$2.25M 0.24%
14,163
-430
97
$2.25M 0.24%
14,859
-477
98
$2.24M 0.24%
48,005
+12,087
99
$2.22M 0.24%
22,017
-175
100
$2.22M 0.24%
6,090
-110
2 3
4
5 6