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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.24%
7,813
+1,896
102
$1.26M 0.24%
8,036
+2,032
103
$1.25M 0.24%
44,744
-3,178
104
$1.25M 0.24%
6,956
+563
105
$1.25M 0.23%
11,915
-103
106
$1.23M 0.23%
41,304
-6,314
107
$1.22M 0.23%
16,603
-12,693
108
$1.19M 0.22%
30,177
-2,084
109
$1.18M 0.22%
15,057
+6,489
110
$1.17M 0.22%
7,841
+155
111
$1.17M 0.22%
30,276
+443
112
$1.17M 0.22%
23,647
+1,334
113
$1.16M 0.22%
3,732
+40
114
$1.16M 0.22%
86,148
+10,974
115
$1.15M 0.22%
23,100
-726
116
$1.15M 0.22%
38,895
-17,178
117
$1.14M 0.22%
25,960
+4,285
118
$1.14M 0.21%
167,332
+63,962
119
$1.12M 0.21%
10,161
-14
120
$1.12M 0.21%
8,418
-403
121
$1.11M 0.21%
2,271
+488
122
$1.11M 0.21%
47,341
-1,340
123
$1.1M 0.21%
10,140
+1,262
124
$1.1M 0.21%
31,653
+743
125
$1.05M 0.2%
4,452
+153
3 4
5
6 7