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
$4.48B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$10.3M
4
MSTR icon
Strategy Inc
MSTR
+$9.59M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$8.8M

Top Sells

1
+$13.1M
2
+$8.8M
3
+$8.08M
4
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$7.01M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.22M

Sector Composition

1 Technology 21.88%
2 Financials 4.55%
3 Consumer Discretionary 4.48%
4 Communication Services 4.06%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGY icon
1226
Pagaya Technologies
PGY
$1.12B
$255K 0.01%
+12,200
FDM icon
1227
First Trust Dow Jones Select MicroCap Index Fund
FDM
$242M
$255K 0.01%
3,198
-2,392
MARW icon
1228
AllianzIM U.S. Equity Buffer20 Mar ETF
MARW
$85M
$254K 0.01%
7,392
+512
VOYG
1229
Voyager Technologies
VOYG
$2.04B
$253K 0.01%
+9,696
CDNS icon
1230
Cadence Design Systems
CDNS
$95.8B
$253K 0.01%
809
-355
SEPW icon
1231
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$112M
$253K 0.01%
7,921
+888
ZTS icon
1232
Zoetis
ZTS
$31.1B
$253K 0.01%
2,008
-126
USD icon
1233
ProShares Ultra Semiconductors
USD
$2.89B
$252K 0.01%
4,808
+32
HSY icon
1234
Hershey
HSY
$37.9B
$252K 0.01%
1,387
-89
NOVM
1235
FT Vest U.S. Equity Max Buffer ETF - November
NOVM
$27.7M
$252K 0.01%
7,672
AMT icon
1236
American Tower
AMT
$79.5B
$252K 0.01%
1,434
-448
NULG icon
1237
Nuveen ESG Large-Cap Growth ETF
NULG
$2.73B
$250K 0.01%
2,557
+466
FEBT icon
1238
AllianzIM U.S. Equity Buffer10 Feb ETF
FEBT
$161M
$249K 0.01%
6,526
EOSE icon
1239
Eos Energy Enterprises
EOSE
$2.67B
$248K 0.01%
21,660
+3,272
IUS icon
1240
Invesco RAFI Strategic US ETF
IUS
$825M
$247K 0.01%
4,329
RACE icon
1241
Ferrari
RACE
$56.6B
$247K 0.01%
662
+171
QS icon
1242
QuantumScape Corp
QS
$4.93B
$247K 0.01%
23,700
+2,155
ZJUL
1243
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$130M
$247K 0.01%
8,486
TTWO icon
1244
Take-Two Interactive
TTWO
$44.9B
$246K 0.01%
+959
BK icon
1245
Bank of New York Mellon
BK
$92.7B
$245K 0.01%
2,114
+247
CL icon
1246
Colgate-Palmolive
CL
$70.5B
$245K 0.01%
3,105
-2,168
PCN
1247
PIMCO Corporate & Income Strategy Fund
PCN
$866M
$245K 0.01%
19,212
+3,041
XMAR icon
1248
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$131M
$245K 0.01%
6,139
IGE icon
1249
iShares North American Natural Resources ETF
IGE
$864M
$243K 0.01%
4,845
+166
FJUL icon
1250
FT Vest US Equity Buffer ETF July
FJUL
$1.17B
$243K 0.01%
4,343
48 49
50
51 52