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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.2%
5,968
+999
127
$1.38M 0.2%
123,205
+716
128
$1.38M 0.2%
44,068
+2,764
129
$1.38M 0.2%
3,924
+192
130
$1.32M 0.19%
24,109
+462
131
$1.32M 0.19%
18,625
+14,270
132
$1.32M 0.19%
51,393
+15,341
133
$1.32M 0.19%
7,987
+4,905
134
$1.31M 0.19%
17,418
-90
135
$1.28M 0.19%
6,052
-904
136
$1.28M 0.19%
24,787
-1,173
137
$1.27M 0.19%
4,644
+192
138
$1.26M 0.19%
10,668
-389
139
$1.26M 0.19%
30,679
+403
140
$1.25M 0.18%
11,414
+1,274
141
$1.23M 0.18%
+16,080
142
$1.22M 0.18%
17,336
+80
143
$1.22M 0.18%
46,738
+17,050
144
$1.21M 0.18%
2,428
+157
145
$1.21M 0.18%
20,144
+13,034
146
$1.2M 0.18%
22,317
+8,198
147
$1.2M 0.18%
12,910
-1,012
148
$1.18M 0.17%
12,764
+492
149
$1.18M 0.17%
17,329
-8,367
150
$1.17M 0.17%
23,845
+1,810
4 5
6
7 8