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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
$678M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.78M
3
+$3.12M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.65M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.44M

Top Sells

1
+$4.97M
2
+$1.68M
3
+$1.64M
4
BYND icon
Beyond Meat
BYND
+$1.28M
5
ZM icon
Zoom
ZM
+$845K

Sector Composition

1 Technology 18.59%
2 Consumer Discretionary 11.03%
3 Financials 5.12%
4 Communication Services 5.07%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.6M 5.25%
268,334
+25,945
2
$29.9M 4.4%
183,360
+9,660
3
$18.8M 2.78%
84,709
+2,176
4
$15.1M 2.23%
1,156,600
-371,480
5
$14.4M 2.13%
61,347
+7,881
6
$13.4M 1.98%
42,717
+12,860
7
$9.39M 1.38%
48,220
+31,188
8
$8.38M 1.24%
22,415
+676
9
$7.1M 1.05%
470,268
+20,863
10
$6.97M 1.03%
192,271
-46,933
11
$6.81M 1%
89,051
+12,695
12
$5.93M 0.87%
33,240
+2,886
13
$5.65M 0.83%
37,099
-2,481
14
$5.6M 0.83%
51,326
+11,340
15
$5.5M 0.81%
24,727
+3,890
16
$5.26M 0.78%
60,080
+2,440
17
$5.14M 0.76%
23,508
-323
18
$4.78M 0.7%
56,136
-964
19
$4.65M 0.69%
25,683
+2,233
20
$4.64M 0.68%
48,956
-1,380
21
$4.58M 0.68%
214,392
+120,549
22
$4.55M 0.67%
70,272
-9,566
23
$4.49M 0.66%
82,990
-870
24
$4.23M 0.62%
96,510
+18,980
25
$4.19M 0.62%
11,125
+618
1
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