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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.07M 0.11%
37,050
+6,350
202
$1.06M 0.11%
15,769
+2,703
203
$1.05M 0.11%
9,077
-272
204
$1.05M 0.11%
19,883
+5,791
205
$1.04M 0.11%
15,908
+45
206
$1.04M 0.11%
7,400
-1,723
207
$1.04M 0.11%
32,778
-14,542
208
$1.04M 0.11%
354
+97
209
$1.03M 0.11%
33,359
+24,349
210
$1.03M 0.11%
39,490
-1,650
211
$1.03M 0.11%
69,545
+20,217
212
$1.03M 0.11%
9,631
+268
213
$1.02M 0.11%
55,950
+10,583
214
$1.01M 0.11%
51,619
+6,639
215
$1.01M 0.11%
10,586
+1,402
216
$1.01M 0.11%
19,190
-108
217
$983K 0.1%
+94,650
218
$980K 0.1%
5,199
-2,144
219
$980K 0.1%
93,757
+20,000
220
$975K 0.1%
53,489
+23,368
221
$974K 0.1%
3,483
-238
222
$973K 0.1%
3,356
+295
223
$970K 0.1%
+32,279
224
$962K 0.1%
12,655
-2,825
225
$957K 0.1%
6,079
+3,348
7 8
9
10 11