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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.28M 0.25%
25,464
-1,812
77
$6.18M 0.25%
128,419
+732
78
$5.96M 0.24%
147,307
-1,949
79
$5.89M 0.24%
34,511
+8,054
80
$5.87M 0.24%
39,028
+988
81
$5.86M 0.23%
33,732
+21,772
82
$5.79M 0.23%
92,185
-1,055
83
$5.69M 0.23%
162,299
+38,254
84
$5.68M 0.23%
61,922
-22,498
85
$5.65M 0.23%
78,416
+6,032
86
$5.56M 0.22%
66,207
-39
87
$5.51M 0.22%
264,391
+13,265
88
$5.49M 0.22%
174,106
+22,543
89
$5.43M 0.22%
79,268
+2,838
90
$5.38M 0.22%
112,033
-9,368
91
$5.37M 0.22%
122,117
-23,251
92
$5.32M 0.21%
33,550
-8,000
93
$5.26M 0.21%
160,897
-22,894
94
$5.1M 0.2%
800,892
-1,948
95
$5.07M 0.2%
53,074
-2,228
96
$5.01M 0.2%
54,137
+1,788
97
$4.99M 0.2%
73,950
-14,000
98
$4.99M 0.2%
178,273
+83,545
99
$4.97M 0.2%
46,624
-130
100
$4.95M 0.2%
46,285
+143
2 3
4
5 6