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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.47M 0.28%
63,558
+43,674
77
$3.45M 0.28%
+76,574
78
$3.45M 0.28%
246,268
-5,829
79
$3.42M 0.27%
168,320
+49,315
80
$3.38M 0.27%
82,905
+16,352
81
$3.36M 0.27%
52,607
+5,152
82
$3.36M 0.27%
17,966
+371
83
$3.31M 0.26%
69,174
+6,125
84
$3.31M 0.26%
36,007
+5,394
85
$3.26M 0.26%
9,501
-153
86
$3.21M 0.26%
24,394
+5,778
87
$3.21M 0.26%
48,283
+2,603
88
$3.14M 0.25%
17,223
+4,978
89
$3.11M 0.25%
246,733
+113,515
90
$3.09M 0.25%
77,426
+61,113
91
$3.09M 0.25%
22,344
-1,270
92
$3.05M 0.24%
45,542
-730
93
$3.03M 0.24%
682,230
+496,828
94
$3.02M 0.24%
185,232
-18,872
95
$3.01M 0.24%
23,251
+332
96
$3M 0.24%
86,780
-7,320
97
$2.99M 0.24%
155,449
+1,815
98
$2.96M 0.24%
4,354
-160
99
$2.95M 0.24%
19,878
+4,050
100
$2.92M 0.23%
72,717
+11,170
2 3
4
5 6