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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.6M 0.24%
53,024
+5,683
102
$1.6M 0.24%
14,825
+7,580
103
$1.59M 0.23%
27,183
+789
104
$1.58M 0.23%
53,300
-1,105
105
$1.57M 0.23%
40,996
+14,511
106
$1.56M 0.23%
35,199
+3,546
107
$1.56M 0.23%
+112,930
108
$1.56M 0.23%
34,749
+4,572
109
$1.55M 0.23%
47,570
+39,445
110
$1.53M 0.23%
34,664
-824
111
$1.53M 0.23%
8,356
+1,248
112
$1.52M 0.22%
13,407
+196
113
$1.52M 0.22%
17,823
+10,424
114
$1.5M 0.22%
29,199
+2,400
115
$1.49M 0.22%
54,884
+17,652
116
$1.47M 0.22%
54,247
+44,237
117
$1.47M 0.22%
10,530
+823
118
$1.46M 0.22%
7,440
-401
119
$1.46M 0.21%
23,493
+254
120
$1.44M 0.21%
6,707
121
$1.41M 0.21%
18,100
+1,009
122
$1.41M 0.21%
50,422
+5,678
123
$1.41M 0.21%
+31,114
124
$1.41M 0.21%
8,243
+5,194
125
$1.39M 0.21%
11,558
+3,919
3 4
5
6 7