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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.9M 0.25%
6,200
-565
102
$1.9M 0.25%
33,880
+936
103
$1.87M 0.24%
30,592
+8,275
104
$1.84M 0.24%
20,786
-7,460
105
$1.84M 0.24%
41,008
+6,344
106
$1.83M 0.24%
76,868
+50,515
107
$1.81M 0.23%
11,223
-263
108
$1.8M 0.23%
14,523
+5,108
109
$1.79M 0.23%
31,290
+4,107
110
$1.76M 0.23%
63,832
-8,717
111
$1.76M 0.23%
57,608
+6,215
112
$1.74M 0.22%
44,447
-8,577
113
$1.71M 0.22%
33,486
+4,287
114
$1.71M 0.22%
37,830
+6,716
115
$1.69M 0.22%
63,069
-755
116
$1.68M 0.22%
7,589
+149
117
$1.67M 0.22%
61,998
+11,576
118
$1.61M 0.21%
29,184
-4,380
119
$1.6M 0.21%
13,717
+310
120
$1.6M 0.21%
58,494
+27,270
121
$1.53M 0.2%
4,109
+185
122
$1.53M 0.2%
17,542
+206
123
$1.52M 0.2%
59,013
+32,757
124
$1.52M 0.2%
29,351
-5,398
125
$1.52M 0.2%
46,051
-687
3 4
5
6 7