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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
976
$220K 0.01%
12,773
-55
977
$220K 0.01%
+1,251
978
$220K 0.01%
+10,038
979
$219K 0.01%
4,683
-243
980
$219K 0.01%
961
981
$219K 0.01%
+8,494
982
$219K 0.01%
1,598
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983
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8,200
984
$218K 0.01%
5,404
-100
985
$218K 0.01%
32,922
-7,763
986
$217K 0.01%
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987
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988
$217K 0.01%
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989
$217K 0.01%
1,344
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$217K 0.01%
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-1,728
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7,050
992
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993
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994
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$214K 0.01%
3,442
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996
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997
$213K 0.01%
4,371
-600
998
$213K 0.01%
6,850
-3,500
999
$212K 0.01%
+1,794
1000
$212K 0.01%
5,253
38 39
40
41 42