IFGL
INDEPENDENT FINANCIAL GROUP, LLC Portfolio holdings
AUM
$3.34B
1-Year Est. Return
29.98%
This Fund
S&P 500
1 Year Est. Return
+29.98%
AUM
$4.48B
AUM Growth
+$316M
(+7.6%)
Holding
1,509
Top Buys
| 1 | +$15.4M | |
| 2 | +$13.3M | |
| 3 | +$10.3M | |
| 4 |
Strategy Inc
MSTR
|
+$9.59M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$8.8M |
Top Sells
| 1 | +$13.1M | |
| 2 | +$8.8M | |
| 3 | +$8.08M | |
| 4 |
YieldMax MSTR Option Income Strategy ETF
MSTY
|
+$7.01M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1501
Universal Display
OLED
$4.36B
| – | – |
-4,530
|
|
||
1502
Penske Automotive Group
PAG
$10.9B
| – | – |
-1,200
|
|
||
1503
UiPath
PATH
$5.32B
| – | – |
-11,622
|
|
||
1504
Pinduoduo
PDD
$136B
| – | – |
-2,129
|
|
||
1505
Invesco Leisure and Entertainment ETF
PEJ
$234M
| – | – |
-8,039
|
|
||
1506
Pultegroup
PHM
$20.9B
| – | – |
-2,306
|
|
||
1507
Invesco Global Water ETF
PIO
$267M
| – | – |
-4,638
|
|