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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
$943M
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$8.73M
3
+$3.11M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.8M
5
OTLY
Oatly Group
OTLY
+$2.36M

Top Sells

1
+$7.75M
2
+$1.47M
3
+$1.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.09M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.08M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 9.22%
3 Financials 6.2%
4 Communication Services 5.04%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.6M 4.3%
296,500
+24,001
2
$32.6M 3.45%
189,340
+3,160
3
$29.7M 3.15%
617,761
+465,034
4
$26.8M 2.84%
1,338,760
+119,720
5
$24.4M 2.59%
90,236
+5,276
6
$21.2M 2.25%
59,760
+3,225
7
$15.7M 1.67%
70,664
+2,681
8
$11.6M 1.23%
51,399
-1,602
9
$11.2M 1.19%
87,650
+68,692
10
$10.5M 1.11%
24,511
-1,071
11
$7.89M 0.84%
81,200
+14,470
12
$7.65M 0.81%
61,060
+900
13
$7.47M 0.79%
138,995
+5,995
14
$6.66M 0.71%
27,267
+775
15
$6.59M 0.7%
15,319
+4,849
16
$6.57M 0.7%
54,642
-4,308
17
$6.56M 0.7%
467,628
-9,364
18
$6.56M 0.7%
260,265
+11,157
19
$6.44M 0.68%
18,515
+4,158
20
$6.27M 0.66%
131,430
+15,970
21
$6.06M 0.64%
25,935
+1,827
22
$6.06M 0.64%
42,375
+1,725
23
$5.86M 0.62%
173,770
-14,027
24
$5.58M 0.59%
33,663
+4,301
25
$5.43M 0.58%
51,818
+7,570
1
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