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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$919K 0.14%
29,901
+525
177
$914K 0.13%
5,412
-730
178
$906K 0.13%
16,225
-305
179
$898K 0.13%
16,088
+255
180
$896K 0.13%
10,386
+970
181
$895K 0.13%
30,376
+200
182
$894K 0.13%
53,375
+4,950
183
$890K 0.13%
13,966
+646
184
$867K 0.13%
10,072
+916
185
$863K 0.13%
14,348
-1,913
186
$861K 0.13%
21,140
+1,560
187
$860K 0.13%
+31,224
188
$859K 0.13%
15,570
+8,331
189
$843K 0.12%
8,362
+1,065
190
$837K 0.12%
+3,745
191
$831K 0.12%
2,641
+237
192
$828K 0.12%
4,129
-202
193
$821K 0.12%
4,875
+1,925
194
$818K 0.12%
10,210
+2,650
195
$814K 0.12%
8,590
+1,494
196
$813K 0.12%
24,082
+1,788
197
$799K 0.12%
2,250
-25
198
$798K 0.12%
7,247
-699
199
$789K 0.12%
3,723
+300
200
$788K 0.12%
30,450
+230
6 7
8
9 10