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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.18M 0.2%
72,328
-1,316
102
$2.18M 0.2%
25,328
-1,555
103
$2.17M 0.2%
92,240
-1,710
104
$2.16M 0.2%
138,008
-5,521
105
$2.14M 0.19%
26,403
+1,993
106
$2.13M 0.19%
+50,750
107
$2.06M 0.19%
79,627
-5
108
$2.04M 0.19%
46,344
-926
109
$2.04M 0.18%
185,351
+3,014
110
$2M 0.18%
12,148
+10
111
$1.99M 0.18%
51,800
+4,848
112
$1.97M 0.18%
146,437
+6,436
113
$1.97M 0.18%
20,658
-1,535
114
$1.94M 0.18%
11,787
+228
115
$1.93M 0.17%
101,210
-343
116
$1.93M 0.17%
11,798
+1,114
117
$1.92M 0.17%
215,839
+64,811
118
$1.92M 0.17%
38,246
+28,309
119
$1.89M 0.17%
31,457
+21,060
120
$1.84M 0.17%
23,153
+3,040
121
$1.83M 0.17%
154,686
+82,218
122
$1.79M 0.16%
150,777
+425
123
$1.78M 0.16%
14,078
+654
124
$1.75M 0.16%
20,116
-1,257
125
$1.73M 0.16%
18,710
+66
3 4
5
6 7