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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$699K 0.13%
3,710
+1,806
177
$698K 0.13%
9,156
-1,698
178
$693K 0.13%
12,062
179
$688K 0.13%
26,485
+3,435
180
$686K 0.13%
7,245
+2,626
181
$674K 0.13%
48,425
+25,050
182
$672K 0.13%
4,331
-311
183
$671K 0.13%
14,119
+2,021
184
$670K 0.13%
37,858
+1,400
185
$669K 0.13%
3,109
+44
186
$658K 0.12%
41,359
-2,890
187
$656K 0.12%
41,550
+26,934
188
$654K 0.12%
47,432
+4,592
189
$652K 0.12%
22,294
+1,702
190
$649K 0.12%
41,451
+11,993
191
$641K 0.12%
8,722
+492
192
$640K 0.12%
3,844
+378
193
$638K 0.12%
+12,665
194
$633K 0.12%
39,355
+6,610
195
$632K 0.12%
16,530
+645
196
$630K 0.12%
7,297
+587
197
$630K 0.12%
3,324
-114
198
$625K 0.12%
6,953
+658
199
$614K 0.12%
10,280
-400
200
$607K 0.11%
40,255
-1,090
6 7
8
9 10