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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.29M 0.18%
50,541
+4,441
127
$2.28M 0.18%
8,167
+1,075
128
$2.24M 0.18%
45,908
+3,428
129
$2.22M 0.18%
22,983
+2,849
130
$2.16M 0.17%
181,376
+28,098
131
$2.15M 0.17%
14,487
+267
132
$2.15M 0.17%
29,531
+10,985
133
$2.1M 0.17%
21,046
+8,004
134
$2.09M 0.17%
116,314
+26,555
135
$2.07M 0.17%
148,485
+2,223
136
$2.05M 0.16%
39,143
+6,612
137
$2.04M 0.16%
76,536
+45,362
138
$2.04M 0.16%
26,842
+3,694
139
$2.03M 0.16%
14,021
+3,203
140
$2.03M 0.16%
104,888
+8,720
141
$2.01M 0.16%
11,287
-84
142
$2.01M 0.16%
5,527
+175
143
$2.01M 0.16%
155,917
-1,052
144
$2M 0.16%
39,536
+12,405
145
$1.98M 0.16%
203,646
-14,757
146
$1.93M 0.15%
73,915
+2,774
147
$1.93M 0.15%
14,028
+5,306
148
$1.92M 0.15%
67,415
-320
149
$1.9M 0.15%
321,802
+103,857
150
$1.9M 0.15%
74,785
4 5
6
7 8