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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
$1.1B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$54.6M
3
+$42.3M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.14M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.82M

Top Sells

1
+$2.74M
2
+$2.28M
3
+$2.08M
4
HOMB icon
Home BancShares
HOMB
+$1.8M
5
EPR icon
EPR Properties
EPR
+$1.8M

Sector Composition

1 Technology 12.6%
2 Consumer Discretionary 6.73%
3 Financials 5.7%
4 Healthcare 3.56%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.1M 5.63%
646,585
+612,623
2
$54.6M 4.95%
1,154,123
+1,131,652
3
$43.6M 3.95%
315,496
-10,323
4
$42.3M 3.83%
+862,136
5
$26.1M 2.36%
230,537
+8,036
6
$23.3M 2.11%
99,913
-4,367
7
$21.2M 1.92%
79,855
+115
8
$20.3M 1.84%
1,674,830
-65,860
9
$19.4M 1.76%
72,477
+5,367
10
$17.6M 1.59%
49,201
+3,000
11
$16.2M 1.47%
90,315
+2,512
12
$13.3M 1.2%
158,409
+11,741
13
$9.43M 0.85%
261,842
+84,842
14
$8.86M 0.8%
92,196
+4,116
15
$7.98M 0.72%
181,930
+3,760
16
$7.66M 0.69%
16,221
+1,938
17
$7.57M 0.69%
21,105
+1,046
18
$7.31M 0.66%
164,700
+130
19
$6.82M 0.62%
44,067
-9,355
20
$6.57M 0.6%
82,796
+9,770
21
$6.32M 0.57%
225,479
+43,436
22
$6.28M 0.57%
370,337
+40,597
23
$6.2M 0.56%
159,343
+1,889
24
$5.78M 0.52%
451,872
+4,787
25
$5.49M 0.5%
173,989
-26,210
1
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