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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
276
$783K 0.08%
86,332
+4,177
277
$781K 0.08%
78,703
+36,003
278
$778K 0.08%
2,952
+2,044
279
$773K 0.08%
26,796
+1,123
280
$769K 0.08%
20,293
-569
281
$766K 0.08%
41,283
+21,813
282
$762K 0.08%
9,395
+1,758
283
$757K 0.08%
29,832
+1,714
284
$755K 0.08%
9,532
-185
285
$754K 0.08%
3,200
+239
286
$753K 0.08%
+28,793
287
$753K 0.08%
18,562
-913
288
$750K 0.08%
39,500
-7,950
289
$737K 0.08%
5,318
+723
290
$728K 0.08%
12,363
-96
291
$724K 0.08%
30,624
+2,644
292
$717K 0.08%
58,600
+1,000
293
$715K 0.08%
37,234
-45
294
$708K 0.08%
17,384
295
$708K 0.08%
17,852
-1,295
296
$706K 0.08%
35,410
+2,700
297
$697K 0.07%
13,665
-231
298
$696K 0.07%
5,149
+2,751
299
$695K 0.07%
6,114
+817
300
$691K 0.07%
14,030
+2,920
10 11
12
13 14