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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.12M 0.14%
18,651
-1,493
177
$1.11M 0.14%
44,790
+1,020
178
$1.1M 0.14%
6,485
+1,610
179
$1.1M 0.14%
12,015
+1,629
180
$1.06M 0.14%
9,349
-1,319
181
$1.04M 0.13%
6,460
+2,591
182
$1.02M 0.13%
20,300
-3,545
183
$1.02M 0.13%
41,140
+1,885
184
$1M 0.13%
4,232
+487
185
$1M 0.13%
11,026
+954
186
$995K 0.13%
19,298
-929
187
$995K 0.13%
15,863
+1,515
188
$990K 0.13%
20,156
+4,416
189
$977K 0.13%
23,600
+2,460
190
$976K 0.13%
6,889
+1,840
191
$963K 0.12%
8,797
-82
192
$941K 0.12%
9,363
+2,182
193
$937K 0.12%
17,782
-6,327
194
$936K 0.12%
30,191
+8,381
195
$915K 0.12%
2,445
-138
196
$910K 0.12%
4,015
-1,953
197
$897K 0.12%
23,614
+3,468
198
$894K 0.12%
36,430
+9,064
199
$893K 0.12%
4,365
+236
200
$877K 0.11%
24,807
+725
6 7
8
9 10