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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
251
$849K 0.09%
34,110
+21,694
252
$847K 0.09%
57,561
+1,611
253
$845K 0.09%
17,555
+5,712
254
$842K 0.09%
9,386
-6,374
255
$837K 0.09%
23,108
+132
256
$833K 0.09%
13,490
+420
257
$830K 0.08%
103,259
+17,866
258
$828K 0.08%
22,785
-700
259
$826K 0.08%
3,632
+31
260
$824K 0.08%
7,543
-5,093
261
$822K 0.08%
38,726
+8,692
262
$820K 0.08%
14,253
-5,177
263
$818K 0.08%
27,759
+1,225
264
$815K 0.08%
13,408
+720
265
$806K 0.08%
8,498
+336
266
$803K 0.08%
2,327
-635
267
$797K 0.08%
1,069
+10
268
$796K 0.08%
16,136
-163
269
$796K 0.08%
3,641
+177
270
$791K 0.08%
33,465
-24,663
271
$786K 0.08%
18,529
+7,931
272
$785K 0.08%
4,086
-150
273
$784K 0.08%
108,825
274
$784K 0.08%
48,908
+5,184
275
$776K 0.08%
6,761
+1,002
9 10
11
12 13