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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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.18M 0.1%
77,256
-300
202
$2.17M 0.1%
16,487
-103
203
$2.16M 0.1%
84,870
+1,053
204
$2.15M 0.1%
32,637
-679
205
$2.15M 0.1%
147,536
-1,281
206
$2.13M 0.1%
44,837
+8,259
207
$2.13M 0.1%
274,264
-11,204
208
$2.12M 0.1%
26,634
-254
209
$2.1M 0.1%
17,039
-4,712
210
$2.09M 0.1%
5,828
-452
211
$2.08M 0.1%
291,240
+8,693
212
$2.07M 0.1%
50,384
+7,496
213
$2.06M 0.09%
101,566
-1,793
214
$2.06M 0.09%
47,258
+2,155
215
$2.05M 0.09%
20,793
-3,025
216
$2.04M 0.09%
88,872
+7,952
217
$2.04M 0.09%
93,021
218
$2.03M 0.09%
60,941
+3,092
219
$2.03M 0.09%
20,035
-1,537
220
$2.02M 0.09%
28,603
+1,271
221
$2.01M 0.09%
32,184
+3,028
222
$2M 0.09%
44,892
+3,659
223
$1.99M 0.09%
6,991
+1,756
224
$1.98M 0.09%
49,632
-838
225
$1.96M 0.09%
38,684
-1,782
7 8
9
10 11