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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.48M 0.11%
49,628
-6,019
177
$2.42M 0.11%
22,214
+9,115
178
$2.4M 0.11%
19,058
-1,777
179
$2.38M 0.11%
32,773
-430
180
$2.36M 0.11%
222,522
+3,655
181
$2.36M 0.11%
27,917
+2,669
182
$2.36M 0.11%
139,524
+11,071
183
$2.33M 0.11%
118,875
+49,725
184
$2.32M 0.11%
60,963
+14,266
185
$2.31M 0.11%
49,910
-3,908
186
$2.3M 0.11%
8,167
-1,163
187
$2.3M 0.11%
35,917
+525
188
$2.29M 0.11%
27,965
-2,848
189
$2.28M 0.1%
54,100
+4,833
190
$2.26M 0.1%
61,848
-276
191
$2.26M 0.1%
45,092
+1,197
192
$2.24M 0.1%
70,079
+16,648
193
$2.23M 0.1%
44,460
+17,529
194
$2.23M 0.1%
35,230
+4,454
195
$2.22M 0.1%
26,302
-254
196
$2.22M 0.1%
70,942
+4,365
197
$2.21M 0.1%
10,358
+400
198
$2.19M 0.1%
22,826
+1,786
199
$2.19M 0.1%
28,275
+6,601
200
$2.18M 0.1%
19,194
+2,180
6 7
8
9 10