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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.12M 0.1%
19,217
+569
202
$1.12M 0.1%
6,780
-250
203
$1.12M 0.1%
177,122
+2,300
204
$1.12M 0.1%
30,500
-5,430
205
$1.11M 0.1%
13,809
+3,056
206
$1.11M 0.1%
52,147
-407
207
$1.09M 0.1%
7,633
+124
208
$1.09M 0.1%
16,535
+3,133
209
$1.09M 0.1%
73,558
+14,758
210
$1.08M 0.1%
59,286
+2,756
211
$1.07M 0.1%
6,823
+981
212
$1.07M 0.1%
19,198
-110
213
$1.06M 0.1%
15,546
+6,151
214
$1.06M 0.1%
+17,012
215
$1.06M 0.1%
38,011
-629
216
$1.06M 0.1%
13,400
+255
217
$1.05M 0.09%
3,743
+58
218
$1.03M 0.09%
19,664
+9,548
219
$1.03M 0.09%
14,466
+1,087
220
$1.02M 0.09%
72,249
-21,822
221
$1.02M 0.09%
32,045
+3,252
222
$1.01M 0.09%
11,280
+7,673
223
$1.01M 0.09%
51,981
+500
224
$999K 0.09%
42,028
-30,696
225
$999K 0.09%
90,607
-4,971
7 8
9
10 11