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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.7M 0.15%
+74,879
127
$1.69M 0.15%
45,858
+2,560
128
$1.68M 0.15%
20,490
+1,650
129
$1.68M 0.15%
+58,882
130
$1.67M 0.15%
7,221
-88
131
$1.66M 0.15%
20,644
-2,665
132
$1.64M 0.15%
97,927
-2,888
133
$1.63M 0.15%
89,330
-5,730
134
$1.62M 0.15%
152,208
+24,089
135
$1.62M 0.15%
15,252
-1,617
136
$1.6M 0.15%
27,732
+3,957
137
$1.6M 0.14%
21,348
+5,353
138
$1.59M 0.14%
+74,785
139
$1.59M 0.14%
31,735
-1,100
140
$1.58M 0.14%
9,608
+2,192
141
$1.58M 0.14%
19,699
142
$1.58M 0.14%
16,313
+999
143
$1.57M 0.14%
31,696
-6
144
$1.56M 0.14%
16,056
-172
145
$1.56M 0.14%
+67,735
146
$1.55M 0.14%
64,102
+2,143
147
$1.54M 0.14%
83,547
-9,360
148
$1.54M 0.14%
210,017
+53,116
149
$1.53M 0.14%
31,072
+3,092
150
$1.51M 0.14%
47,826
-2,995
4 5
6
7 8