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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.16M 0.28%
27,276
+3,171
77
$6.09M 0.28%
149,256
+19,014
78
$6.03M 0.28%
41,550
-2,125
79
$5.76M 0.26%
121,401
-2,202
80
$5.6M 0.26%
179,935
-83,467
81
$5.54M 0.25%
66,246
+2,547
82
$5.54M 0.25%
18,384
-174
83
$5.34M 0.25%
93,240
+19,345
84
$5.34M 0.25%
87,950
+17,350
85
$5.29M 0.24%
55,302
-503
86
$5.26M 0.24%
76,430
+8,395
87
$5.23M 0.24%
251,126
-2,645
88
$5.2M 0.24%
24,729
+2,567
89
$5.17M 0.24%
46,754
+3,684
90
$5.14M 0.24%
38,040
-148
91
$4.99M 0.23%
588,699
+17,830
92
$4.96M 0.23%
157,341
-10,238
93
$4.96M 0.23%
10,019
+716
94
$4.89M 0.22%
97,255
-9,633
95
$4.88M 0.22%
151,563
-4,041
96
$4.82M 0.22%
18,481
-986
97
$4.79M 0.22%
150,010
+1,525
98
$4.79M 0.22%
46,142
-1,020
99
$4.76M 0.22%
802,840
-246,096
100
$4.74M 0.22%
72,384
+7,168
2 3
4
5 6