We are live on ! Find out more
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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.89M 0.15%
21,298
+1,038
152
$1.89M 0.15%
+74,730
153
$1.88M 0.15%
72,466
+7,194
154
$1.88M 0.15%
302,524
+76,737
155
$1.87M 0.15%
59,362
+1,250
156
$1.84M 0.15%
+59,234
157
$1.82M 0.15%
36,930
+25,580
158
$1.81M 0.15%
21,837
+1,039
159
$1.8M 0.14%
31,935
+518
160
$1.8M 0.14%
21,919
-2,782
161
$1.79M 0.14%
48,060
+2,750
162
$1.76M 0.14%
6,906
+49
163
$1.76M 0.14%
39,532
+1,714
164
$1.75M 0.14%
25,472
+12,888
165
$1.74M 0.14%
27,837
-1,050
166
$1.73M 0.14%
175,589
+32,303
167
$1.73M 0.14%
19,104
-1,553
168
$1.72M 0.14%
23,308
+5,107
169
$1.72M 0.14%
9,075
+945
170
$1.72M 0.14%
3,632
-74
171
$1.71M 0.14%
24,187
-3,245
172
$1.71M 0.14%
120,082
+4,777
173
$1.69M 0.14%
114,046
+9,087
174
$1.66M 0.13%
282,738
+91,067
175
$1.65M 0.13%
8,515
+334
5 6
7
8 9