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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.93M 0.13%
166,633
-4,123
152
$2.92M 0.13%
218,925
-3,430
153
$2.9M 0.13%
7,263
+410
154
$2.88M 0.13%
116,409
-797
155
$2.81M 0.13%
74,150
-6,101
156
$2.81M 0.13%
81,273
+732
157
$2.77M 0.13%
19,805
+3,346
158
$2.77M 0.13%
11,555
-1,249
159
$2.76M 0.13%
102,046
+59,268
160
$2.75M 0.13%
29,878
-1,568
161
$2.71M 0.12%
23,145
-44
162
$2.71M 0.12%
64,136
-5,287
163
$2.7M 0.12%
14,036
+1,286
164
$2.68M 0.12%
113,353
-2,200
165
$2.67M 0.12%
10,160
-2,003
166
$2.66M 0.12%
91,128
+6,548
167
$2.64M 0.12%
16,296
+70
168
$2.63M 0.12%
265,767
-199,541
169
$2.63M 0.12%
94,728
+9,097
170
$2.6M 0.12%
24,229
-8,081
171
$2.6M 0.12%
44,750
-351
172
$2.59M 0.12%
195,343
+17,201
173
$2.52M 0.12%
26,385
-1,947
174
$2.52M 0.12%
248,866
+4,868
175
$2.48M 0.11%
34,169
+7,928
5 6
7
8 9