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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.91M 0.16%
53,184
-950
127
$3.82M 0.15%
37,382
+2,925
128
$3.81M 0.15%
314,129
+7,429
129
$3.72M 0.15%
73,727
-37
130
$3.69M 0.15%
29,834
-5,985
131
$3.63M 0.15%
22,176
+19,228
132
$3.61M 0.14%
189,083
+22,450
133
$3.57M 0.14%
8,086
+1,731
134
$3.57M 0.14%
19,596
-1,576
135
$3.52M 0.14%
21,946
-110
136
$3.52M 0.14%
18,309
+4,273
137
$3.51M 0.14%
91,180
+30,217
138
$3.48M 0.14%
28,558
+1,917
139
$3.46M 0.14%
37,920
-292
140
$3.43M 0.14%
64,648
+4,057
141
$3.41M 0.14%
41,769
+2,851
142
$3.41M 0.14%
103,559
+33,480
143
$3.4M 0.14%
34,253
+265
144
$3.39M 0.14%
7,624
+361
145
$3.39M 0.14%
23,173
-1,679
146
$3.37M 0.14%
21,210
+1,405
147
$3.28M 0.13%
261,610
+1,631
148
$3.25M 0.13%
9,756
+388
149
$3.18M 0.13%
221,459
+26,116
150
$3.17M 0.13%
5,710
-235
4 5
6
7 8