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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.41M 0.15%
15,760
+6,804
152
$1.41M 0.15%
58,128
+13,955
153
$1.4M 0.15%
7,335
-88
154
$1.4M 0.15%
4,566
155
$1.39M 0.15%
3,602
-189
156
$1.39M 0.15%
90,652
+4,233
157
$1.38M 0.15%
5,823
-168
158
$1.37M 0.15%
34,570
+10,956
159
$1.37M 0.15%
11,734
-874
160
$1.36M 0.14%
15,833
-898
161
$1.36M 0.14%
12,335
+470
162
$1.36M 0.14%
48,397
+1,000
163
$1.36M 0.14%
17,847
+846
164
$1.35M 0.14%
50,224
+13,794
165
$1.35M 0.14%
9,118
+61
166
$1.35M 0.14%
6,508
+2,143
167
$1.33M 0.14%
12,839
-75
168
$1.32M 0.14%
18,282
+450
169
$1.31M 0.14%
17,800
+143
170
$1.31M 0.14%
11,910
+5,160
171
$1.3M 0.14%
49,207
-7,948
172
$1.3M 0.14%
16,644
+7,317
173
$1.3M 0.14%
10,851
-43
174
$1.26M 0.13%
+12,207
175
$1.24M 0.13%
27,367
-2,408
5 6
7
8 9