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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
1076
$27.7K ﹤0.01%
23,250
+3,000
1077
$26.6K ﹤0.01%
+10,000
1078
$25.3K ﹤0.01%
+12,000
1079
$24.5K ﹤0.01%
2,000
+333
1080
$23K ﹤0.01%
1,170
1081
$16.1K ﹤0.01%
11,400
-11,000
1082
$13.5K ﹤0.01%
10,000
1083
$13.2K ﹤0.01%
+700
1084
$13.1K ﹤0.01%
955
-175
1085
$12.9K ﹤0.01%
+10,353
1086
$4.17K ﹤0.01%
10,600
1087
$710 ﹤0.01%
10,000
1088
– –
-60
1089
– –
-10,160
1090
– –
-10,000
1091
– –
-28,900
1092
– –
-8,791
1093
– –
-2,295
1094
– –
-12,122
1095
– –
-10,132
1096
– –
-7,233
1097
– –
-10,622
1098
– –
-3,261
1099
– –
-52,536
1100
– –
-7,570
42 43
44
45 46