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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
276
$774K 0.08%
12,321
+3,795
277
$767K 0.08%
4,533
-42
278
$765K 0.08%
4,416
-246
279
$764K 0.08%
7,591
-7,910
280
$762K 0.08%
+10,608
281
$761K 0.08%
26,075
-6,204
282
$760K 0.08%
9,680
-398
283
$754K 0.08%
11,424
+536
284
$749K 0.08%
16,724
+3,324
285
$749K 0.08%
3,098
+6
286
$731K 0.07%
59,036
+2,795
287
$726K 0.07%
8,208
+750
288
$712K 0.07%
6,003
-178
289
$707K 0.07%
28,338
+15,713
290
$701K 0.07%
27,338
+18,513
291
$695K 0.07%
14,744
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292
$691K 0.07%
12,140
+1,790
293
$690K 0.07%
10,430
-1,523
294
$690K 0.07%
+13,650
295
$689K 0.07%
+14,580
296
$689K 0.07%
6,231
+567
297
$685K 0.07%
6,799
-7,559
298
$682K 0.07%
+77,640
299
$678K 0.07%
9,668
-108
300
$678K 0.07%
8,663
+1,729
10 11
12
13 14