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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
1001
$48.5K ﹤0.01%
1,277
-545
1002
$47.7K ﹤0.01%
10,000
1003
$47.7K ﹤0.01%
4,933
-343
1004
$46.2K ﹤0.01%
+1,190
1005
$45.6K ﹤0.01%
1,847
-3,865
1006
$41.1K ﹤0.01%
5,385
-4,155
1007
$37K ﹤0.01%
22,400
1008
$30K ﹤0.01%
+1,170
1009
$20.5K ﹤0.01%
20,250
1010
$20.1K ﹤0.01%
1,130
-75
1011
$18.1K ﹤0.01%
1,667
+667
1012
$14.3K ﹤0.01%
10,000
1013
$7.98K ﹤0.01%
+10,000
1014
$4.12K ﹤0.01%
10,600
1015
$2.7K ﹤0.01%
10,000
1016
$624 ﹤0.01%
60
1017
– –
-55,155
1018
– –
-9,000
1019
– –
-12,108
1020
– –
-87,480
1021
– –
-5,612
1022
– –
-6,160
1023
– –
-11,456
1024
– –
-8,450
1025
– –
-5,404
39 40
41
42 43