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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
$1.25B
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.88M
3
+$4.6M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$4.14M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.04M

Top Sells

1
+$54.1M
2
+$53.4M
3
+$44.6M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.12M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.39M

Sector Composition

1 Technology 16.84%
2 Consumer Discretionary 6.75%
3 Financials 6.65%
4 Communication Services 3.67%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.2M 4.82%
365,274
+44,104
2
$44.5M 3.56%
1,603,450
+60,440
3
$31.5M 2.52%
109,367
+8,430
4
$26M 2.08%
81,138
+5,084
5
$25.7M 2.06%
248,895
+13,306
6
$22.3M 1.79%
54,545
+2,613
7
$20.2M 1.61%
98,855
+5,414
8
$19.2M 1.54%
92,761
+9,037
9
$13.9M 1.11%
335,484
+38,106
10
$11.7M 0.93%
132,745
-306
11
$11.1M 0.89%
173,690
+8,470
12
$10.4M 0.83%
99,534
+5,757
13
$10.2M 0.82%
553,148
+130,395
14
$9.94M 0.8%
198,630
+8,355
15
$8.83M 0.71%
21,486
+2,468
16
$8.82M 0.71%
17,754
+420
17
$8.06M 0.64%
330,399
+86,757
18
$7.88M 0.63%
167,752
+40,146
19
$7.45M 0.6%
179,112
+118,230
20
$7.31M 0.59%
195,728
+20,187
21
$7.25M 0.58%
468,829
+11,861
22
$7.23M 0.58%
65,961
+7,459
23
$7.09M 0.57%
38,696
+5,467
24
$6.99M 0.56%
155,742
-8,028
25
$6.76M 0.54%
207,120
-5,871
1
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