We are live on ! Find out more
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
$2.18B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.14M
3
+$6.81M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$5.99M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$5.62M

Top Sells

1
+$7.03M
2
+$5.87M
3
+$3.98M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$3.67M
5
OBDC icon
Blue Owl Capital
OBDC
+$2.82M

Sector Composition

1 Technology 20.11%
2 Consumer Discretionary 5.72%
3 Financials 5.69%
4 Healthcare 3.78%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$158M 7.25%
1,745,860
+69,960
2
$74M 3.4%
431,443
+17,188
3
$60.1M 2.76%
142,883
+944
4
$52.8M 2.42%
292,510
+6,727
5
$51.8M 2.38%
116,723
+84
6
$41.9M 1.92%
80,080
+8,407
7
$31.9M 1.46%
122,616
+8,189
8
$30.6M 1.41%
230,970
+24,640
9
$27.4M 1.26%
52,037
+8,206
10
$22.4M 1.03%
385,553
+92,985
11
$19.6M 0.9%
25,136
+3,829
12
$19.4M 0.89%
127,216
+4,575
13
$19.1M 0.88%
108,866
-3,553
14
$18.6M 0.85%
330,690
+129,857
15
$18.1M 0.83%
382,432
+9,228
16
$17.6M 0.81%
925,337
+52,945
17
$17.5M 0.8%
355,641
+126,015
18
$17.2M 0.79%
23,509
+506
19
$16.5M 0.76%
158,196
+6,182
20
$15.3M 0.7%
251,927
+20,662
21
$14.9M 0.69%
30,722
+4,958
22
$14.7M 0.68%
271,384
+58,477
23
$12.5M 0.57%
69,167
+12,790
24
$12.2M 0.56%
80,732
+1,221
25
$11.7M 0.54%
606,863
+375,717
1
2 3 4 5