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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
251
$2.88M 0.08%
45,023
+1,119
252
$2.84M 0.08%
71,078
-300
253
$2.82M 0.08%
66,590
+5,393
254
$2.81M 0.08%
131,499
+4,962
255
$2.77M 0.08%
+25,503
256
$2.77M 0.08%
28,427
+713
257
$2.76M 0.08%
20,231
+6,192
258
$2.76M 0.08%
54,847
-720
259
$2.75M 0.08%
15,580
-313
260
$2.75M 0.08%
191,568
-43,279
261
$2.75M 0.08%
9,833
+656
262
$2.72M 0.08%
254,453
-30,238
263
$2.72M 0.07%
7,610
-1,357
264
$2.71M 0.07%
38,796
+2,196
265
$2.71M 0.07%
77,408
-36,031
266
$2.7M 0.07%
105,396
+21,723
267
$2.69M 0.07%
33,023
+3,940
268
$2.69M 0.07%
22,557
+869
269
$2.68M 0.07%
32,353
-3,429
270
$2.68M 0.07%
75,838
+509
271
$2.67M 0.07%
279,009
-57,275
272
$2.65M 0.07%
247,759
-43,434
273
$2.64M 0.07%
46,606
+24,634
274
$2.64M 0.07%
+105,200
275
$2.63M 0.07%
44,351
+4,774
9 10
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