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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$604K 0.11%
6,230
+810
202
$602K 0.11%
11,066
+1,050
203
$597K 0.11%
3,188
-219
204
$592K 0.11%
6,404
-821
205
$591K 0.11%
2,500
206
$585K 0.11%
30,220
207
$583K 0.11%
2,404
+257
208
$579K 0.11%
762
-94
209
$573K 0.11%
116,736
-3,479
210
$563K 0.11%
26,530
-2,270
211
$558K 0.1%
126,125
-109,965
212
$552K 0.1%
34,227
+2,012
213
$552K 0.1%
2,171
-505
214
$549K 0.1%
11,803
-774
215
$549K 0.1%
4,906
+2,636
216
$543K 0.1%
12,564
+933
217
$543K 0.1%
7,544
-2,921
218
$540K 0.1%
17,178
+5,794
219
$538K 0.1%
7,176
-319
220
$537K 0.1%
+18,045
221
$534K 0.1%
8,371
+1,217
222
$534K 0.1%
9,916
+1,618
223
$533K 0.1%
+7,096
224
$532K 0.1%
2,201
+175
225
$528K 0.1%
+9,541
7 8
9
10 11