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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
251
$867K 0.09%
4,065
-7
252
$866K 0.09%
+46,375
253
$864K 0.09%
24,748
+400
254
$861K 0.09%
21,459
-500
255
$860K 0.09%
3,956
+26
256
$860K 0.09%
13,987
-14,426
257
$853K 0.09%
23,181
-78
258
$851K 0.09%
81,525
+11,900
259
$841K 0.09%
13,007
-23
260
$841K 0.09%
3,739
+988
261
$837K 0.09%
21,377
-655
262
$836K 0.09%
7,607
-1,266
263
$826K 0.09%
47,125
+3,163
264
$818K 0.09%
8,528
+4,900
265
$818K 0.09%
14,754
+2,808
266
$814K 0.09%
4,621
-6
267
$808K 0.09%
16,476
-4,045
268
$808K 0.09%
15,648
-8,000
269
$807K 0.09%
10,155
+7,255
270
$801K 0.09%
48,526
+660
271
$795K 0.09%
14,744
+302
272
$792K 0.08%
10,198
-1,884
273
$789K 0.08%
129,335
+59,156
274
$787K 0.08%
9,581
+5,495
275
$786K 0.08%
18,100
-671
9 10
11
12 13