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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.65M 0.13%
16,534
+4,186
177
$1.63M 0.13%
21,353
+398
178
$1.63M 0.13%
39,805
+7,195
179
$1.61M 0.13%
+35,811
180
$1.61M 0.13%
26,002
-2,695
181
$1.61M 0.13%
15,901
+735
182
$1.59M 0.13%
3,846
+312
183
$1.57M 0.13%
196,364
-18,935
184
$1.56M 0.12%
20,850
+5,788
185
$1.56M 0.12%
247,899
+25,678
186
$1.55M 0.12%
66,288
+1,324
187
$1.55M 0.12%
12,443
+2,630
188
$1.54M 0.12%
37,202
+4,705
189
$1.53M 0.12%
23,106
-1,008
190
$1.53M 0.12%
34,893
+22,148
191
$1.52M 0.12%
264,827
+60,156
192
$1.51M 0.12%
11,552
+3,856
193
$1.51M 0.12%
131,777
+16,420
194
$1.51M 0.12%
31,430
+5,857
195
$1.5M 0.12%
9,196
+1,235
196
$1.48M 0.12%
21,139
+7,838
197
$1.48M 0.12%
67,540
+7,776
198
$1.47M 0.12%
180,927
+107,810
199
$1.47M 0.12%
66,370
+21,626
200
$1.45M 0.12%
23,423
+3,094
6 7
8
9 10