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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$781K 0.12%
21,682
+14,924
202
$777K 0.11%
13,295
+1,233
203
$775K 0.11%
+18,611
204
$772K 0.11%
29,225
-450
205
$771K 0.11%
11,590
+524
206
$766K 0.11%
111,011
+41,320
207
$765K 0.11%
40,308
+2,450
208
$760K 0.11%
14,026
-3,586
209
$758K 0.11%
39,255
-1,000
210
$754K 0.11%
7,760
-221
211
$753K 0.11%
43,377
-4,055
212
$743K 0.11%
15,740
-5,120
213
$741K 0.11%
9,222
+500
214
$735K 0.11%
21,885
+13,645
215
$733K 0.11%
2,500
216
$733K 0.11%
+26,256
217
$732K 0.11%
2,163
+557
218
$729K 0.11%
8,387
-8,216
219
$728K 0.11%
6,615
+385
220
$726K 0.11%
6,051
-240
221
$725K 0.11%
7,181
+228
222
$710K 0.1%
2,654
+504
223
$708K 0.1%
17,742
-2,508
224
$707K 0.1%
20,146
+2,968
225
$703K 0.1%
23,850
+4,295
7 8
9
10 11