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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
$979M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.21M
3
+$3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.46M
5
NVDA icon
NVIDIA
NVDA
+$2.25M

Top Sells

1
+$2.33M
2
+$1.12M
3
+$1.05M
4
OTRK
Ontrak
OTRK
+$1.04M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1M

Sector Composition

1 Technology 18.36%
2 Consumer Discretionary 9.05%
3 Financials 6.34%
4 Communication Services 4.68%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$932K 0.1%
7,927
+995
227
$931K 0.1%
3,321
-35
228
$929K 0.1%
8,728
-903
229
$927K 0.09%
45,134
+5,909
230
$925K 0.09%
4,717
+1,965
231
$916K 0.09%
17,114
+1,191
232
$914K 0.09%
106,249
+8,392
233
$912K 0.09%
28,046
-29,722
234
$911K 0.09%
13,011
+5,305
235
$911K 0.09%
2,718
+183
236
$901K 0.09%
19,228
-297
237
$898K 0.09%
10,745
+530
238
$896K 0.09%
7,152
+2,205
239
$892K 0.09%
6,524
-84
240
$887K 0.09%
29,096
+4,622
241
$885K 0.09%
52,877
-612
242
$884K 0.09%
20,610
+11,110
243
$882K 0.09%
10,756
+2,930
244
$878K 0.09%
4,327
+277
245
$873K 0.09%
5,897
-638
246
$868K 0.09%
5,920
+593
247
$860K 0.09%
2,845
-391
248
$860K 0.09%
11,016
-4,817
249
$856K 0.09%
89,329
+235
250
$849K 0.09%
+11,721
8 9
10
11 12