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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.72M 0.11%
114,171
-2,238
177
$2.7M 0.11%
282,839
+17,072
178
$2.68M 0.11%
52,334
+25,259
179
$2.66M 0.11%
14,592
-2,279
180
$2.64M 0.11%
64,880
+744
181
$2.63M 0.11%
51,686
+26,431
182
$2.62M 0.11%
34,275
-15,143
183
$2.62M 0.11%
5,616
+2,495
184
$2.59M 0.1%
168,310
+58,560
185
$2.59M 0.1%
34,434
+1,661
186
$2.57M 0.1%
44,674
-76
187
$2.55M 0.1%
26,863
+4,037
188
$2.53M 0.1%
157,528
+18,004
189
$2.51M 0.1%
112,554
-799
190
$2.51M 0.1%
32,430
+4,155
191
$2.49M 0.1%
25,479
+6,271
192
$2.48M 0.1%
38,292
+2,375
193
$2.45M 0.1%
129,491
+27,925
194
$2.42M 0.1%
7,759
+768
195
$2.41M 0.1%
30,907
-1,659
196
$2.4M 0.1%
50,590
+962
197
$2.4M 0.1%
238,729
-10,137
198
$2.39M 0.1%
21,728
+1,693
199
$2.39M 0.1%
9,580
-1,975
200
$2.38M 0.1%
47,884
+8,530
6 7
8
9 10