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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.45M 0.12%
57,762
+2,004
202
$1.45M 0.12%
12,407
+84
203
$1.45M 0.12%
51,194
-768
204
$1.43M 0.11%
18,859
-438
205
$1.43M 0.11%
26,125
+2,365
206
$1.42M 0.11%
88,933
+14,850
207
$1.41M 0.11%
14,240
+6,562
208
$1.41M 0.11%
56,887
209
$1.41M 0.11%
11,384
+873
210
$1.41M 0.11%
15,992
+10,318
211
$1.4M 0.11%
87,537
-4,013
212
$1.38M 0.11%
20,995
+9,430
213
$1.38M 0.11%
18,262
+2,902
214
$1.37M 0.11%
10,618
+210
215
$1.36M 0.11%
+35,775
216
$1.34M 0.11%
7,459
+471
217
$1.33M 0.11%
19,178
-2,303
218
$1.33M 0.11%
106,482
+34,431
219
$1.33M 0.11%
6,806
-133
220
$1.31M 0.11%
8,554
-3,568
221
$1.31M 0.1%
19,374
+6,741
222
$1.31M 0.1%
41,232
+6,605
223
$1.3M 0.1%
3,579
-301
224
$1.3M 0.1%
117,786
+4,198
225
$1.3M 0.1%
13,676
+11,072
7 8
9
10 11