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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$874K 0.11%
8,530
+143
202
$874K 0.11%
3,899
-2,808
203
$869K 0.11%
5,050
+1,108
204
$866K 0.11%
42,136
+1,828
205
$864K 0.11%
30,700
+1,475
206
$863K 0.11%
+3,571
207
$855K 0.11%
13,066
+269
208
$854K 0.11%
9,184
+1,424
209
$851K 0.11%
5,747
+1,176
210
$848K 0.11%
22,919
-931
211
$842K 0.11%
44,980
+17,040
212
$841K 0.11%
3,061
+407
213
$827K 0.11%
6,313
+931
214
$825K 0.11%
3,080
+439
215
$822K 0.11%
6,319
-428
216
$816K 0.11%
41,798
-14,907
217
$810K 0.1%
11,295
-4,930
218
$805K 0.1%
10,647
-12,699
219
$788K 0.1%
45,367
+1,990
220
$781K 0.1%
7,206
-41
221
$779K 0.1%
8,525
-65
222
$774K 0.1%
11,700
+2,780
223
$774K 0.1%
14,092
-3,650
224
$772K 0.1%
6,544
+265
225
$772K 0.1%
2,265
+102
7 8
9
10 11