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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
$532M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.6M
3
+$1.32M
4
GLD icon
SPDR Gold Trust
GLD
+$1.13M
5
INTC icon
Intel
INTC
+$1.12M

Top Sells

1
+$2.23M
2
+$1.84M
3
+$1.16M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$952K
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$943K

Sector Composition

1 Technology 20.5%
2 Consumer Discretionary 10.54%
3 Financials 5.39%
4 Communication Services 5.06%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.1M 5.28%
242,389
+20,369
2
$27.3M 5.14%
173,700
+1,120
3
$20.7M 3.89%
1,528,080
+137,400
4
$17.4M 3.26%
82,533
+2,999
5
$8.61M 1.62%
239,204
-13,882
6
$8.3M 1.56%
29,857
+881
7
$7.65M 1.44%
53,466
+9,231
8
$7.28M 1.37%
21,739
+453
9
$6.76M 1.27%
449,405
+28,733
10
$5.77M 1.08%
76,356
+4,390
11
$5.38M 1.01%
30,354
+6,278
12
$5.24M 0.98%
20,837
-2,011
13
$5.02M 0.94%
14,948
+1,200
14
$4.77M 0.9%
23,831
+1,492
15
$4.66M 0.88%
39,580
+221
16
$4.3M 0.81%
57,100
-996
17
$4.24M 0.8%
57,640
-720
18
$4.19M 0.79%
83,860
+12,060
19
$4.17M 0.78%
79,838
-1,426
20
$4.09M 0.77%
14,731
-577
21
$3.99M 0.75%
50,336
-2,452
22
$3.73M 0.7%
10,507
+1,003
23
$3.72M 0.7%
14,219
+495
24
$3.34M 0.63%
41,323
+5,308
25
$3.24M 0.61%
39,986
+17,334
1
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