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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.51M 0.14%
115,046
-575
152
$1.51M 0.14%
5,482
+1,243
153
$1.49M 0.13%
46,126
-3,983
154
$1.48M 0.13%
137,654
+11,361
155
$1.47M 0.13%
5,158
-621
156
$1.45M 0.13%
73,204
+59,556
157
$1.45M 0.13%
15,084
+3,497
158
$1.45M 0.13%
24,120
+8,901
159
$1.43M 0.13%
115,972
-7,295
160
$1.42M 0.13%
+15,125
161
$1.39M 0.13%
89,008
+1,006
162
$1.38M 0.13%
26,567
+1,534
163
$1.36M 0.12%
60,238
-296
164
$1.34M 0.12%
228,515
-2,624
165
$1.34M 0.12%
4,015
+189
166
$1.34M 0.12%
44,992
-17,568
167
$1.34M 0.12%
59,380
-77,750
168
$1.32M 0.12%
32,258
+3,565
169
$1.32M 0.12%
15,295
-2,081
170
$1.32M 0.12%
8,146
-19
171
$1.31M 0.12%
117,301
+16,791
172
$1.31M 0.12%
+56,887
173
$1.3M 0.12%
11,137
-239
174
$1.3M 0.12%
+30,316
175
$1.3M 0.12%
50,316
-10,697
5 6
7
8 9