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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.29M 0.12%
10,937
+2,288
177
$1.29M 0.12%
7,540
+2,919
178
$1.29M 0.12%
10,102
+1,328
179
$1.28M 0.12%
7,995
+122
180
$1.27M 0.12%
17,851
+3,122
181
$1.26M 0.11%
3,254
-32
182
$1.25M 0.11%
6,676
+713
183
$1.25M 0.11%
31,849
+1,994
184
$1.22M 0.11%
7,143
-160
185
$1.21M 0.11%
30,156
+157
186
$1.2M 0.11%
88,385
+4,732
187
$1.18M 0.11%
56,241
+418
188
$1.18M 0.11%
113,540
+16,829
189
$1.16M 0.11%
10,425
+773
190
$1.16M 0.11%
20,744
+2,092
191
$1.16M 0.11%
34,470
-55,288
192
$1.15M 0.1%
33,000
+1,550
193
$1.15M 0.1%
+71,651
194
$1.14M 0.1%
17,142
+3,977
195
$1.14M 0.1%
+40,530
196
$1.14M 0.1%
49,025
+3,660
197
$1.13M 0.1%
36,796
+2,644
198
$1.13M 0.1%
22,365
+2,005
199
$1.13M 0.1%
204,252
+37,527
200
$1.12M 0.1%
46,069
+554
6 7
8
9 10