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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.05M 0.2%
13,305
+2,469
127
$1.04M 0.2%
+17,508
128
$1.03M 0.19%
69,824
-38,632
129
$1.02M 0.19%
10,151
+791
130
$1.01M 0.19%
15,788
+9,629
131
$1M 0.19%
19,626
+1,500
132
$1M 0.19%
22,035
-160
133
$999K 0.19%
+37,232
134
$995K 0.19%
8,794
+719
135
$990K 0.19%
12,272
-100
136
$946K 0.18%
14,945
+9,404
137
$938K 0.18%
67,239
+5,281
138
$923K 0.17%
147,159
+37,882
139
$916K 0.17%
+17,256
140
$909K 0.17%
6,142
+511
141
$903K 0.17%
15,189
-1,949
142
$897K 0.17%
15,833
+2,891
143
$889K 0.17%
7,639
+407
144
$883K 0.17%
122,489
+46,072
145
$882K 0.17%
7,108
-868
146
$877K 0.16%
7,946
-925
147
$872K 0.16%
2,275
-41
148
$865K 0.16%
6,418
+681
149
$853K 0.16%
20,860
+1,045
150
$848K 0.16%
16,261
+2,393
4 5
6
7 8