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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
$936M
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.49M
3
+$2.96M
4
TAGS icon
Teucrium Agricultural Fund
TAGS
+$2.69M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$2.53M

Top Sells

1
+$30.5M
2
+$30M
3
+$6.9M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.68M
5
PSX icon
Phillips 66
PSX
+$3.25M

Sector Composition

1 Technology 16.43%
2 Financials 7.11%
3 Consumer Discretionary 7.04%
4 Real Estate 4.59%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$989K 0.11%
+15,219
227
$964K 0.1%
5,394
-49
228
$957K 0.1%
5,842
-1,118
229
$954K 0.1%
95,578
-2,483
230
$950K 0.1%
13,165
+3,685
231
$950K 0.1%
21,528
+7,257
232
$946K 0.1%
+65,700
233
$944K 0.1%
18,649
-1,580
234
$942K 0.1%
85,133
+10,431
235
$941K 0.1%
13,402
-1,275
236
$941K 0.1%
58,800
+7,300
237
$939K 0.1%
22,948
+4,899
238
$937K 0.1%
35,403
+2,888
239
$936K 0.1%
42,628
-15,500
240
$935K 0.1%
20,174
-849
241
$909K 0.1%
31,066
-43,789
242
$897K 0.1%
11,944
243
$896K 0.1%
20,874
+2,049
244
$895K 0.1%
31,560
-1,835
245
$895K 0.1%
5,121
-510
246
$891K 0.1%
7,564
+3,531
247
$882K 0.09%
10,753
-35,118
248
$878K 0.09%
50,952
+2,983
249
$875K 0.09%
6,758
+1,603
250
$874K 0.09%
21,432
-362
8 9
10
11 12