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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
1001
$212K 0.01%
5,057
-5,300
1002
$211K 0.01%
30,811
1003
$211K 0.01%
2,212
-3,941
1004
$211K 0.01%
14,168
-200
1005
$211K 0.01%
4,602
-88
1006
$210K 0.01%
+6,908
1007
$210K 0.01%
22,944
+4
1008
$210K 0.01%
2,858
-926
1009
$210K 0.01%
+3,010
1010
$210K 0.01%
+4,370
1011
$209K 0.01%
7,403
1012
$208K 0.01%
2,449
-804
1013
$208K 0.01%
10,509
-9,619
1014
$207K 0.01%
+4,620
1015
$205K 0.01%
+14,969
1016
$205K 0.01%
6,172
1017
$204K 0.01%
+8,149
1018
$204K 0.01%
+4,833
1019
$203K 0.01%
3,637
+432
1020
$203K 0.01%
+4,077
1021
$202K 0.01%
4,539
+117
1022
$201K 0.01%
+413
1023
$201K 0.01%
+4,211
1024
$201K 0.01%
+2,401
1025
$195K 0.01%
31,412
39 40
41
42 43