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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
1026
$195K 0.01%
28,225
+11,850
1027
$191K 0.01%
17,131
-1
1028
$189K 0.01%
11,442
1029
$188K 0.01%
11,264
-1,875
1030
$186K 0.01%
+22,150
1031
$186K 0.01%
24,419
1032
$186K 0.01%
12,270
+550
1033
$184K 0.01%
16,479
+2,258
1034
$162K 0.01%
15,674
-271
1035
$162K 0.01%
+17,874
1036
$161K 0.01%
19,225
+275
1037
$157K 0.01%
15,769
+1,400
1038
$154K 0.01%
10,311
-589
1039
$153K 0.01%
+15,302
1040
$149K 0.01%
+11,655
1041
$146K 0.01%
12,814
-2,449
1042
$144K 0.01%
+10,165
1043
$139K 0.01%
11,303
1044
$129K 0.01%
10,510
1045
$120K ﹤0.01%
19,093
+8,097
1046
$120K ﹤0.01%
24,983
+9,967
1047
$119K ﹤0.01%
16,176
+289
1048
$117K ﹤0.01%
14,978
-8,780
1049
$116K ﹤0.01%
24,000
-2,500
1050
$112K ﹤0.01%
+2,674
40 41
42
43 44