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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.16M 0.13%
8,464
+3,841
152
$3.14M 0.13%
14,410
+214
153
$3.14M 0.13%
+148,386
154
$3.11M 0.12%
246,770
+27,845
155
$3.05M 0.12%
19,405
+10,095
156
$3.05M 0.12%
105,266
+14,138
157
$3.02M 0.12%
143,777
-257
158
$3.02M 0.12%
23,681
+536
159
$3.02M 0.12%
49,215
+1,185
160
$3.01M 0.12%
34,144
+27,814
161
$3M 0.12%
12,733
+5,092
162
$2.99M 0.12%
47,076
+11,846
163
$2.99M 0.12%
14,002
+3,644
164
$2.98M 0.12%
61,373
+31,802
165
$2.97M 0.12%
32,530
+2,652
166
$2.93M 0.12%
29,075
-1,285
167
$2.91M 0.12%
5,441
+3,176
168
$2.91M 0.12%
48,230
+428
169
$2.9M 0.12%
81,396
+123
170
$2.86M 0.11%
16,510
-4,374
171
$2.85M 0.11%
499,262
+58,466
172
$2.82M 0.11%
17,089
+793
173
$2.79M 0.11%
255,304
-9,636
174
$2.73M 0.11%
11,811
+4,049
175
$2.72M 0.11%
37,733
+3,564
5 6
7
8 9