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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.7M 0.24%
41,100
+175
77
$2.67M 0.24%
29,147
+8,240
78
$2.65M 0.24%
5,242
+871
79
$2.62M 0.24%
41,276
+12,919
80
$2.61M 0.24%
73,146
+23,220
81
$2.58M 0.23%
44,544
+2,319
82
$2.55M 0.23%
31,460
+506
83
$2.55M 0.23%
58,345
-435
84
$2.51M 0.23%
+125,519
85
$2.48M 0.22%
37,296
+2,327
86
$2.45M 0.22%
20,217
+1,267
87
$2.43M 0.22%
78,321
-552
88
$2.43M 0.22%
23,208
+649
89
$2.43M 0.22%
7,501
+2,337
90
$2.41M 0.22%
156,858
+76
91
$2.39M 0.22%
19,362
-5,509
92
$2.39M 0.22%
247,336
-36
93
$2.31M 0.21%
19,100
+1,431
94
$2.31M 0.21%
57,519
+13,864
95
$2.28M 0.21%
46,465
-690
96
$2.28M 0.21%
+80,383
97
$2.25M 0.2%
55,741
+27,806
98
$2.21M 0.2%
44,155
+35,686
99
$2.2M 0.2%
152,913
-12,962
100
$2.19M 0.2%
61,153
+4,122
2 3
4
5 6