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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
$3.63B
AUM Growth
+$720M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,364
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$23.6M
3
+$14.2M
4
NFLX icon
Netflix
NFLX
+$9.8M
5
QQQI icon
NEOS Nasdaq 100 High Income ETF
QQQI
+$9.05M

Top Sells

1
+$11.7M
2
+$9.29M
3
+$6.6M
4
AVGO icon
Broadcom
AVGO
+$5.7M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.16M

Sector Composition

1 Technology 21.32%
2 Financials 5.07%
3 Consumer Discretionary 4.84%
4 Communication Services 4.16%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.13M 0.09%
70,001
-8,279
227
$3.12M 0.09%
45,178
+16,349
228
$3.12M 0.09%
10,683
-206
229
$3.11M 0.09%
83,592
+6,857
230
$3.1M 0.09%
177,147
+20,052
231
$3.1M 0.09%
20,915
+7,379
232
$3.09M 0.09%
77,759
-377
233
$3.08M 0.08%
12,498
+1,569
234
$3.07M 0.08%
23,926
+10,206
235
$3.07M 0.08%
15,766
+1,950
236
$3.06M 0.08%
22,464
+630
237
$3.05M 0.08%
20,877
+4,023
238
$3.04M 0.08%
39,333
+29,143
239
$3.04M 0.08%
79,969
+12,990
240
$3.03M 0.08%
58,090
+17,541
241
$3.02M 0.08%
35,174
+1,251
242
$2.99M 0.08%
68,012
-950
243
$2.95M 0.08%
41,582
+1,415
244
$2.95M 0.08%
12,278
+6,250
245
$2.93M 0.08%
74,199
+16,282
246
$2.92M 0.08%
22,666
+9,656
247
$2.89M 0.08%
51,968
+3,248
248
$2.89M 0.08%
495,790
+49,929
249
$2.88M 0.08%
40,757
+615
250
$2.88M 0.08%
44,198
+2,555
8 9
10
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