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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.54M 0.16%
91,294
+46
127
$3.53M 0.16%
68,449
+35,918
128
$3.43M 0.16%
9,368
+1,640
129
$3.37M 0.16%
306,700
+17,204
130
$3.36M 0.15%
26,641
+3,785
131
$3.3M 0.15%
259,979
+14,291
132
$3.3M 0.15%
60,591
+9,704
133
$3.27M 0.15%
47,802
+221
134
$3.25M 0.15%
14,196
-1,714
135
$3.24M 0.15%
16,871
+1,505
136
$3.22M 0.15%
38,212
+3,748
137
$3.19M 0.15%
197,627
+11,248
138
$3.18M 0.15%
38,918
-22,263
139
$3.18M 0.15%
54,134
+449
140
$3.14M 0.14%
31,588
+1,624
141
$3.08M 0.14%
16,507
+319
142
$3.06M 0.14%
6,355
-775
143
$3.06M 0.14%
34,457
+692
144
$3.05M 0.14%
30,360
+2,087
145
$3.04M 0.14%
440,796
+27,888
146
$3.02M 0.14%
144,034
+500
147
$3M 0.14%
5,945
-2,250
148
$2.98M 0.14%
32,566
-5,089
149
$2.97M 0.14%
48,030
-1,895
150
$2.96M 0.14%
264,940
-8,038
4 5
6
7 8