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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.3M 0.17%
20,523
-2,970
152
$1.29M 0.17%
5,991
-61
153
$1.28M 0.17%
9,057
-4,104
154
$1.26M 0.16%
12,914
+150
155
$1.24M 0.16%
15,480
+9,034
156
$1.24M 0.16%
17,001
+2,370
157
$1.24M 0.16%
+89,995
158
$1.22M 0.16%
17,657
+328
159
$1.22M 0.16%
3,791
+1,728
160
$1.21M 0.16%
+47,397
161
$1.19M 0.15%
17,832
+2,595
162
$1.19M 0.15%
44,173
-6,067
163
$1.19M 0.15%
6,522
+1,183
164
$1.18M 0.15%
23,137
-7,542
165
$1.18M 0.15%
9,123
+628
166
$1.18M 0.15%
13,254
+344
167
$1.17M 0.15%
2,451
+23
168
$1.15M 0.15%
10,894
+2
169
$1.15M 0.15%
3,117
+867
170
$1.15M 0.15%
4,961
+1,490
171
$1.15M 0.15%
12,476
-271
172
$1.14M 0.15%
28,509
+11,465
173
$1.14M 0.15%
19,585
+878
174
$1.13M 0.15%
29,775
-126
175
$1.12M 0.15%
4,566
-78
5 6
7
8 9