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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
976
$135K 0.01%
+11,303
977
$131K 0.01%
26,500
-11,500
978
$129K 0.01%
10,510
979
$129K 0.01%
16,375
980
$119K 0.01%
14,369
981
$115K 0.01%
15,887
+275
982
$106K ﹤0.01%
13,165
-135
983
$102K ﹤0.01%
13,459
+86
984
$101K ﹤0.01%
+10,500
985
$96.8K ﹤0.01%
17,900
986
$95K ﹤0.01%
11,171
987
$93.8K ﹤0.01%
20,843
-2,944
988
$92.9K ﹤0.01%
11,400
989
$92.7K ﹤0.01%
10,622
-7,525
990
$84K ﹤0.01%
53,863
+40,275
991
$78.7K ﹤0.01%
+15,016
992
$75.1K ﹤0.01%
13,044
+2,044
993
$72K ﹤0.01%
+17,598
994
$71.1K ﹤0.01%
+11,000
995
$70.9K ﹤0.01%
+10,996
996
$66.3K ﹤0.01%
10,839
-313
997
$65.5K ﹤0.01%
+10,421
998
$59.7K ﹤0.01%
10,704
999
$56.8K ﹤0.01%
10,600
1000
$51.5K ﹤0.01%
14,534
38 39
40
41 42