IFGL
INDEPENDENT FINANCIAL GROUP, LLC Portfolio holdings
AUM
$3.34B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$3.34B
AUM Growth
-$1.14B
(-25%)
Holding
1,536
Top Buys
| 1 | +$11.6M | |
| 2 | +$10.2M | |
| 3 | +$8.88M | |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$8.54M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$7.72M |
Top Sells
| 1 | +$102M | |
| 2 | +$63M | |
| 3 | +$46.8M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$46.3M |
| 5 |
Amazon
AMZN
|
+$46.1M |
Sector Composition
| 1 | Technology | 16.38% |
| 2 | Financials | 4.08% |
| 3 | Consumer Discretionary | 2.92% |
| 4 | Communication Services | 2.8% |
| 5 | Industrials | 2.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1526
TRX Gold Corp
TRX
$371M
| – | – |
-10,600
|
|
||
1527
YieldMax TSLA Option Income Strategy ETF
TSLY
$867M
| – | – |
-15,331
|
|
||
1528
Trade Desk
TTD
$9.75B
| – | – |
-5,478
|
|
||
1529
TETRA Technologies
TTI
$1.43B
| – | – |
-15,754
|
|
||
1530
Take-Two Interactive
TTWO
$45.4B
| – | – |
-959
|
|
||
1531
Texas Roadhouse
TXRH
$11.7B
| – | – |
-6,148
|
|
||
1532
United States Antimony
UAMY
$1.25B
| – | – |
-10,000
|
|
||
1533
Universal Corp
UVV
$1.33B
| – | – |
-4,215
|
|
||
1534
Vipshop
VIPS
$6.74B
| – | – |
-15,723
|
|
||
1535
Vontier
VNT
$3.99B
| – | – |
-7,958
|
|