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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.9M 0.2%
143,868
+17,454
102
$4.85M 0.19%
594,569
+5,870
103
$4.83M 0.19%
149,084
-8,257
104
$4.83M 0.19%
158,936
+8,926
105
$4.78M 0.19%
30,547
+2,293
106
$4.66M 0.19%
52,990
+26,688
107
$4.62M 0.19%
18,459
-22
108
$4.52M 0.18%
109,950
+15,988
109
$4.51M 0.18%
56,300
-266
110
$4.51M 0.18%
17,543
-841
111
$4.46M 0.18%
44,853
+13,265
112
$4.44M 0.18%
86,859
+56,775
113
$4.41M 0.18%
21,750
-2,979
114
$4.39M 0.18%
51,251
+5,957
115
$4.35M 0.17%
51,811
+2,759
116
$4.34M 0.17%
59,710
+542
117
$4.26M 0.17%
160,388
+94,444
118
$4.22M 0.17%
102,266
+10,972
119
$4.21M 0.17%
266,803
-4,427
120
$4.19M 0.17%
102,057
+797
121
$4.14M 0.17%
149,029
+46,983
122
$4.05M 0.16%
101,947
+27,797
123
$4M 0.16%
51,100
-5,563
124
$3.98M 0.16%
24,204
-1,295
125
$3.93M 0.16%
73,359
+4,910
3 4
5
6 7