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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.73M 0.22%
35,819
+5,811
102
$4.56M 0.21%
59,168
-2,253
103
$4.53M 0.21%
56,663
+6,436
104
$4.46M 0.2%
28,254
-726
105
$4.45M 0.2%
124,045
+67,486
106
$4.42M 0.2%
52,349
-5,426
107
$4.35M 0.2%
26,457
+4,039
108
$4.32M 0.2%
271,230
+13,035
109
$4.32M 0.2%
25,499
+3,215
110
$4.2M 0.19%
49,052
+287
111
$4.17M 0.19%
101,260
+758
112
$4.16M 0.19%
33,988
-6,124
113
$4.15M 0.19%
126,414
-38,962
114
$4.14M 0.19%
56,566
-74
115
$4.13M 0.19%
69,227
-8,478
116
$4.09M 0.19%
21,172
-1,205
117
$3.99M 0.18%
20,884
+953
118
$3.96M 0.18%
73,764
+3,762
119
$3.96M 0.18%
93,962
+21,519
120
$3.95M 0.18%
24,191
+7,203
121
$3.93M 0.18%
24,852
-775
122
$3.93M 0.18%
22,448
+1,404
123
$3.77M 0.17%
49,418
-1,683
124
$3.7M 0.17%
45,294
+16,883
125
$3.59M 0.17%
22,056
+949
3 4
5
6 7