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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.13M 0.17%
8,907
+1,644
152
$1.12M 0.17%
50,240
-31,421
153
$1.09M 0.16%
12,641
-2,548
154
$1.09M 0.16%
10,892
+741
155
$1.08M 0.16%
71,067
+1,243
156
$1.08M 0.16%
12,747
-558
157
$1.08M 0.16%
8,141
-277
158
$1.08M 0.16%
11,742
+1,542
159
$1.08M 0.16%
9,415
+5,528
160
$1.07M 0.16%
5,339
+1,702
161
$1.06M 0.16%
16,278
+1,114
162
$1.05M 0.16%
18,707
-10,736
163
$1.03M 0.15%
20,227
+601
164
$1.02M 0.15%
9,224
-937
165
$1.01M 0.15%
+14,631
166
$1M 0.15%
8,879
+2,271
167
$1M 0.15%
8,495
-299
168
$995K 0.15%
43,770
+468
169
$990K 0.15%
6,274
+3,585
170
$971K 0.14%
23,997
+605
171
$968K 0.14%
4,560
+850
172
$942K 0.14%
125,625
+8,889
173
$941K 0.14%
+15,237
174
$932K 0.14%
6,747
+329
175
$930K 0.14%
56,705
+78
5 6
7
8 9