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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.7M 0.18%
60,178
-2,891
127
$1.66M 0.18%
45,257
+5,317
128
$1.64M 0.17%
12,159
+1,814
129
$1.64M 0.17%
12,636
-1,887
130
$1.63M 0.17%
15,501
+894
131
$1.63M 0.17%
27,006
-2,178
132
$1.62M 0.17%
4,039
-70
133
$1.6M 0.17%
20,573
+778
134
$1.59M 0.17%
4,028
+1,763
135
$1.58M 0.17%
2,700
+249
136
$1.58M 0.17%
34,853
-9,594
137
$1.57M 0.17%
30,915
-2,571
138
$1.56M 0.17%
78,573
+4,300
139
$1.56M 0.17%
10,109
+5,274
140
$1.55M 0.16%
29,172
-179
141
$1.54M 0.16%
19,750
+425
142
$1.53M 0.16%
27,746
+654
143
$1.52M 0.16%
17,720
-5,888
144
$1.51M 0.16%
14,358
+5,828
145
$1.51M 0.16%
16,520
-1,022
146
$1.48M 0.16%
6,535
+2,520
147
$1.47M 0.16%
22,072
+1,549
148
$1.43M 0.15%
50,214
-8,799
149
$1.42M 0.15%
19,388
+15,566
150
$1.41M 0.15%
15,750
-1,139
4 5
6
7 8