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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$833K 0.16%
56,627
-1,750
152
$811K 0.15%
15,164
-1,532
153
$801K 0.15%
43,302
+69
154
$798K 0.15%
23,392
-447
155
$797K 0.15%
3,637
+1,818
156
$788K 0.15%
13,320
+92
157
$787K 0.15%
5,364
-374
158
$784K 0.15%
17,612
-1,510
159
$780K 0.15%
6,416
+3,307
160
$766K 0.14%
6,291
+27
161
$765K 0.14%
7,981
+2,297
162
$753K 0.14%
29,675
-2,100
163
$750K 0.14%
3,971
+748
164
$749K 0.14%
+38,950
165
$745K 0.14%
14,694
+787
166
$743K 0.14%
6,608
+788
167
$737K 0.14%
7,263
+585
168
$727K 0.14%
20,250
+7,278
169
$726K 0.14%
30,176
-11,934
170
$726K 0.14%
19,580
+1,825
171
$723K 0.14%
29,376
+7,834
172
$721K 0.14%
13,379
-398
173
$720K 0.14%
36,052
+2,100
174
$716K 0.13%
10,200
-3,994
175
$711K 0.13%
9,416
-1,705
5 6
7
8 9