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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.91M 0.23%
91,712
-149
102
$2.91M 0.23%
256,036
-63,142
103
$2.9M 0.23%
60,136
+6,240
104
$2.87M 0.23%
34,317
+2,530
105
$2.85M 0.23%
147,585
-9,795
106
$2.82M 0.23%
26,504
-1,216
107
$2.8M 0.22%
5,919
+485
108
$2.75M 0.22%
67,293
+3,865
109
$2.73M 0.22%
54,975
-5,369
110
$2.7M 0.22%
94,532
+17,094
111
$2.64M 0.21%
54,903
+1,564
112
$2.58M 0.21%
143,141
+78,400
113
$2.56M 0.2%
42,948
+11,330
114
$2.54M 0.2%
197,188
+110,336
115
$2.51M 0.2%
34,468
-5,247
116
$2.49M 0.2%
80,972
+589
117
$2.46M 0.2%
120,596
-392
118
$2.44M 0.2%
60,450
+30,484
119
$2.42M 0.19%
15,272
+6,409
120
$2.41M 0.19%
48,288
-23,475
121
$2.38M 0.19%
6,180
+993
122
$2.38M 0.19%
33,228
+18,593
123
$2.36M 0.19%
76,069
-2,062
124
$2.32M 0.19%
51,343
+12,473
125
$2.31M 0.19%
207,074
+11,908
3 4
5
6 7