We are live on ! Find out more
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
1051
$109K ﹤0.01%
+11,900
1052
$108K ﹤0.01%
+15,054
1053
$107K ﹤0.01%
+16,647
1054
$99.8K ﹤0.01%
48,945
-15,520
1055
$95.9K ﹤0.01%
23,056
+2,213
1056
$95.3K ﹤0.01%
11,171
1057
$94.3K ﹤0.01%
17,900
1058
$93.6K ﹤0.01%
11,400
1059
$88K ﹤0.01%
+12,268
1060
$85K ﹤0.01%
13,265
+100
1061
$81K ﹤0.01%
+12,237
1062
$78.3K ﹤0.01%
10,900
-2,559
1063
$74.2K ﹤0.01%
13,837
+3,133
1064
$64K ﹤0.01%
11,988
-42,368
1065
$62.5K ﹤0.01%
12,701
+2,280
1066
$54.7K ﹤0.01%
49,728
-4,135
1067
$52.4K ﹤0.01%
10,270
-330
1068
$49.2K ﹤0.01%
12,000
+1,000
1069
$48.2K ﹤0.01%
+10,300
1070
$47.7K ﹤0.01%
4,933
1071
$43.6K ﹤0.01%
11,531
-3,003
1072
$38K ﹤0.01%
1,257
-20
1073
$36.5K ﹤0.01%
1,290
+100
1074
$31.2K ﹤0.01%
1,877
+30
1075
$29.7K ﹤0.01%
10,000
41 42
43
44 45