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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.52M 0.2%
47,320
+3,252
127
$1.51M 0.19%
13,620
-6,710
128
$1.5M 0.19%
35,918
+719
129
$1.49M 0.19%
29,180
+20,569
130
$1.47M 0.19%
14,607
+9,039
131
$1.47M 0.19%
112,930
132
$1.46M 0.19%
4,479
-397
133
$1.46M 0.19%
19,795
+1,695
134
$1.45M 0.19%
27,092
+2,305
135
$1.44M 0.19%
22,550
+15,923
136
$1.44M 0.19%
16,889
-529
137
$1.42M 0.18%
11,113
-445
138
$1.41M 0.18%
13,033
+1,291
139
$1.41M 0.18%
74,273
+20,898
140
$1.4M 0.18%
16,731
+651
141
$1.4M 0.18%
10,345
-185
142
$1.39M 0.18%
57,155
+30,588
143
$1.37M 0.18%
12,608
-2,217
144
$1.36M 0.18%
39,940
+9,564
145
$1.34M 0.17%
7,423
-933
146
$1.33M 0.17%
11,092
-322
147
$1.32M 0.17%
19,325
+700
148
$1.31M 0.17%
11,865
+2,641
149
$1.3M 0.17%
7,343
-644
150
$1.3M 0.17%
86,419
+15,352
4 5
6
7 8