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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.23M 0.13%
19,430
-3,120
177
$1.22M 0.13%
5,625
+664
178
$1.22M 0.13%
10,553
-539
179
$1.21M 0.13%
19,877
+292
180
$1.19M 0.13%
+54,845
181
$1.18M 0.13%
24,777
+1,640
182
$1.18M 0.13%
14,357
-14,510
183
$1.16M 0.12%
22,483
+2,327
184
$1.14M 0.12%
19,082
+431
185
$1.14M 0.12%
14,689
+5,889
186
$1.13M 0.12%
7,522
+633
187
$1.13M 0.12%
35,329
+5,138
188
$1.12M 0.12%
11,405
+379
189
$1.12M 0.12%
24,230
+630
190
$1.12M 0.12%
2,962
-155
191
$1.11M 0.12%
4,336
+104
192
$1.11M 0.12%
+1,956
193
$1.1M 0.12%
8,089
+2,342
194
$1.1M 0.12%
12,251
-1,003
195
$1.1M 0.12%
20,165
-135
196
$1.09M 0.12%
19,042
+11,118
197
$1.09M 0.12%
18,346
+8,393
198
$1.08M 0.11%
26,512
-1,997
199
$1.07M 0.11%
6,450
-72
200
$1.07M 0.11%
25,293
+2,374
6 7
8
9 10