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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.19M 0.23%
11,379
-2,930
102
$2.16M 0.23%
89,029
-2,699
103
$2.14M 0.23%
57,768
+11,717
104
$2.09M 0.22%
36,543
+5,951
105
$2.07M 0.22%
20,941
+8,926
106
$2.06M 0.22%
20,198
+7,722
107
$2.04M 0.22%
24,409
-3,254
108
$2.03M 0.22%
40,808
-200
109
$1.98M 0.21%
32,669
-1,211
110
$1.93M 0.2%
17,077
+4,044
111
$1.91M 0.2%
64,868
+1,036
112
$1.87M 0.2%
108,024
-10,938
113
$1.86M 0.2%
20,092
-694
114
$1.85M 0.2%
21,519
-1,778
115
$1.85M 0.2%
39,068
+1,238
116
$1.84M 0.2%
66,411
+7,917
117
$1.83M 0.19%
91,404
-13,236
118
$1.82M 0.19%
23,163
-4,725
119
$1.8M 0.19%
7,865
+276
120
$1.8M 0.19%
117,756
-24,969
121
$1.77M 0.19%
30,921
-369
122
$1.75M 0.19%
2,583
+1,606
123
$1.75M 0.19%
12,502
+1,389
124
$1.75M 0.19%
8,416
+1,931
125
$1.73M 0.18%
13,757
+40
3 4
5
6 7