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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
$2.5B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.4M
3
+$8.69M
4
GARP
iShares MSCI USA Quality GARP ETF
GARP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.27M

Top Sells

1
+$2.99M
2
+$2.73M
3
+$2.67M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.29M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.2M

Sector Composition

1 Technology 23.18%
2 Financials 5.46%
3 Consumer Discretionary 5.16%
4 Healthcare 3.96%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$232M 9.31%
1,880,698
+134,838
2
$96.8M 3.88%
459,376
+27,933
3
$68.3M 2.74%
152,781
+9,898
4
$61.5M 2.47%
128,440
+11,717
5
$60.3M 2.42%
312,088
+19,578
6
$49M 1.96%
305,010
+74,040
7
$44.9M 1.8%
82,456
+2,376
8
$33.2M 1.33%
124,112
+1,496
9
$32.8M 1.32%
60,004
+7,967
10
$28.6M 1.15%
31,625
+6,489
11
$23.3M 0.93%
127,148
-68
12
$23.3M 0.93%
427,063
+41,510
13
$21.9M 0.88%
25,799
+2,290
14
$21.7M 0.87%
109,479
+613
15
$21.4M 0.86%
391,137
+60,447
16
$19.9M 0.8%
1,010,719
+85,382
17
$17.8M 0.71%
157,662
-534
18
$17.8M 0.71%
390,328
+7,896
19
$17.7M 0.71%
96,906
+16,174
20
$16.8M 0.67%
323,694
+139,150
21
$16M 0.64%
288,503
+17,119
22
$15.6M 0.63%
40,804
+8,045
23
$15.3M 0.61%
30,368
-354
24
$15.1M 0.61%
258,285
+6,358
25
$13.9M 0.56%
216,973
+76,381
1
2 3 4 5