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
$4.46B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,557
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.6M
3
+$11.3M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$9.58M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$8.9M

Top Sells

1
+$9.14M
2
+$7.93M
3
+$7.05M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.96M

Sector Composition

1 Technology 19.95%
2 Financials 4%
3 Consumer Discretionary 4%
4 Communication Services 3.81%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYH icon
426
iShares US Healthcare ETF
IYH
$2.78B
$1.78M 0.04%
28,882
-29,697
AGNG icon
427
Global X Aging Population ETF
AGNG
$81.1M
$1.78M 0.04%
49,879
+40,308
CRWV
428
CoreWeave Inc
CRWV
$58.5B
$1.74M 0.04%
22,499
-1,417
IBIT icon
429
iShares Bitcoin Trust
IBIT
$65.1B
$1.74M 0.04%
45,215
+6,161
IWP icon
430
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$1.74M 0.04%
13,556
+5
VICI icon
431
VICI Properties
VICI
$30B
$1.73M 0.04%
63,305
+20,918
SNOW icon
432
Snowflake
SNOW
$54.4B
$1.73M 0.04%
11,452
-2,234
SCHY icon
433
Schwab International Dividend Equity ETF
SCHY
$2.22B
$1.73M 0.04%
54,548
+36,697
SECU
434
iShares Securitized Income Active ETF
SECU
$683M
$1.73M 0.04%
+34,641
TTMI icon
435
TTM Technologies
TTMI
$17.4B
$1.72M 0.04%
17,706
+9,906
TDIV icon
436
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.25B
$1.72M 0.04%
18,323
-2,125
BKLN icon
437
Invesco Senior Loan ETF
BKLN
$6.92B
$1.71M 0.04%
83,962
-20,407
AFLG icon
438
First Trust Active Factor Large Cap ETF
AFLG
$622M
$1.7M 0.04%
44,149
+5,318
IWB icon
439
iShares Russell 1000 ETF
IWB
$47.4B
$1.7M 0.04%
4,760
+249
BITW
440
Bitwise 10 Crypto Index ETF
BITW
$758M
$1.69M 0.04%
37,950
+10,456
DVN icon
441
Devon Energy
DVN
$57.1B
$1.69M 0.04%
33,637
-5,748
DFUS icon
442
Dimensional US Equity ETF
DFUS
$20.2B
$1.69M 0.04%
23,847
-100
ORC
443
Orchid Island Capital
ORC
$1.38B
$1.69M 0.04%
240,496
+27,927
GOVT icon
444
iShares US Treasury Bond ETF
GOVT
$40.7B
$1.68M 0.04%
73,318
-142,973
PVAL icon
445
Putnam Focused Large Cap Value ETF
PVAL
$10.4B
$1.68M 0.04%
36,165
+17,649
C icon
446
Citigroup
C
$211B
$1.68M 0.04%
14,796
-5,545
IWV icon
447
iShares Russell 3000 ETF
IWV
$19.5B
$1.67M 0.04%
4,509
-331
GSY icon
448
Invesco Ultra Short Duration ETF
GSY
$3.47B
$1.67M 0.04%
33,296
-4,511
ADI icon
449
Analog Devices
ADI
$204B
$1.67M 0.04%
5,245
+3,161
MRVL icon
450
Marvell Technology
MRVL
$155B
$1.66M 0.04%
16,797
+3,627
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