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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
$773M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
686
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.42M
3
+$4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.88M
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$1.72M

Top Sells

1
+$2.1M
2
+$1.49M
3
+$991K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$990K
5
APHA
Aphria Inc. Common Shares
APHA
+$936K

Sector Composition

1 Technology 16.8%
2 Consumer Discretionary 9.77%
3 Financials 5.88%
4 Communication Services 4.96%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.3M 4.31%
272,499
+4,165
2
$28.8M 3.73%
186,180
+2,820
3
$20M 2.59%
84,960
+251
4
$18M 2.33%
56,535
+13,818
5
$16.3M 2.1%
1,219,040
+62,440
6
$14.1M 1.82%
67,983
+19,763
7
$11.8M 1.53%
53,001
-8,346
8
$10.1M 1.31%
25,582
+3,167
9
$7.75M 1%
113,040
+23,989
10
$6.97M 0.9%
58,950
+7,624
11
$6.95M 0.9%
+152,727
12
$6.92M 0.9%
133,000
+57,580
13
$6.4M 0.83%
476,992
+6,724
14
$6.22M 0.8%
60,160
+80
15
$6.11M 0.79%
187,797
-4,474
16
$6.05M 0.78%
249,108
+34,716
17
$5.61M 0.73%
26,492
+1,765
18
$5.39M 0.7%
40,650
+3,551
19
$5.35M 0.69%
115,460
+18,950
20
$5.23M 0.68%
28,350
+2,667
21
$5.1M 0.66%
24,108
+600
22
$5.03M 0.65%
57,330
+1,194
23
$4.97M 0.64%
66,730
-3,542
24
$4.84M 0.63%
46,445
-2,511
25
$4.73M 0.61%
15,484
+479
1
2 3 4 5