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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
276
$2.62M 0.07%
76,770
+12,036
277
$2.59M 0.07%
50,707
+890
278
$2.57M 0.07%
28,057
-186
279
$2.55M 0.07%
58,913
+8,287
280
$2.52M 0.07%
26,954
+12,202
281
$2.51M 0.07%
42,862
+5,112
282
$2.51M 0.07%
105,483
-5,908
283
$2.5M 0.07%
116,772
+38,230
284
$2.5M 0.07%
58,497
+8,978
285
$2.47M 0.07%
72,206
+1,893
286
$2.45M 0.07%
105,550
-2,234
287
$2.44M 0.07%
2,947
+98
288
$2.41M 0.07%
199,892
+11,919
289
$2.41M 0.07%
156,595
+14,420
290
$2.39M 0.07%
17,952
+13,326
291
$2.38M 0.07%
+37,441
292
$2.38M 0.07%
22,728
+18
293
$2.36M 0.07%
21,577
+2,889
294
$2.36M 0.07%
29,999
+899
295
$2.36M 0.06%
23,029
+1,226
296
$2.35M 0.06%
103,024
+27,943
297
$2.34M 0.06%
20,270
-661
298
$2.33M 0.06%
137,305
-48,982
299
$2.33M 0.06%
4,108
+1,718
300
$2.3M 0.06%
57,705
+4,593
10 11
12
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