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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
1026
– –
-6,520
1027
– –
-8,075
1028
– –
-2,416
1029
– –
-11,455
1030
– –
-24,133
1031
– –
-83,518
1032
– –
-19,810
1033
– –
-6,309
1034
– –
-12,608
1035
– –
-10,700
1036
– –
-7,838
1037
– –
-1,706
1038
– –
-998
1039
– –
-4,129
1040
– –
-53,599
1041
– –
-781
1042
– –
-11,200
1043
– –
-688
1044
– –
-13,314
1045
– –
-13,600
1046
– –
-13,033
1047
– –
-10,900
1048
– –
-8,433
1049
– –
-4,683
1050
– –
-12,363
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