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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
1101
– –
-7,900
1102
– –
-2,417
1103
– –
-1,095
1104
– –
-12,859
1105
– –
-8,337
1106
– –
-7,947
1107
– –
-5,385
1108
– –
-2,103
1109
– –
-17,598
1110
– –
-45,573
1111
– –
-551
1112
– –
-6,573
1113
– –
-7,945
1114
– –
-1,471
1115
– –
-11,791
1116
– –
-10,567
1117
– –
-18,150
1118
– –
-13,044
1119
– –
-7,350
1120
– –
-10,839
1121
– –
-2,583
1122
– –
-11,603
1123
– –
-14,507
1124
– –
-3,901
1125
– –
-14,710
43 44
45
46 47