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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.37M 0.1%
69,595
+8,654
202
$2.37M 0.1%
52,061
+4,803
203
$2.35M 0.09%
49,539
+5,079
204
$2.34M 0.09%
343,612
+52,372
205
$2.33M 0.09%
26,592
+7,028
206
$2.32M 0.09%
16,417
+1,669
207
$2.31M 0.09%
70,120
+18,185
208
$2.31M 0.09%
22,186
+2,992
209
$2.3M 0.09%
61,199
-649
210
$2.29M 0.09%
24,216
-2,169
211
$2.28M 0.09%
46,721
+1,629
212
$2.28M 0.09%
22,562
+1,769
213
$2.27M 0.09%
+40,785
214
$2.26M 0.09%
39,019
+5,878
215
$2.26M 0.09%
7,794
+3,509
216
$2.25M 0.09%
71,756
+814
217
$2.23M 0.09%
212,569
-9,953
218
$2.22M 0.09%
81,982
-2,888
219
$2.2M 0.09%
49,659
+4,767
220
$2.18M 0.09%
296,566
+22,302
221
$2.18M 0.09%
77,481
+225
222
$2.16M 0.09%
36,168
-33,059
223
$2.15M 0.09%
11,055
+2,203
224
$2.14M 0.09%
27,914
-689
225
$2.13M 0.09%
35,236
+3,052
7 8
9
10 11