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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
$4.48B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$10.3M
4
MSTR icon
Strategy Inc
MSTR
+$9.59M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$8.8M

Top Sells

1
+$13.1M
2
+$8.8M
3
+$8.08M
4
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$7.01M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.22M

Sector Composition

1 Technology 21.88%
2 Financials 4.55%
3 Consumer Discretionary 4.48%
4 Communication Services 4.06%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
276
Pfizer
PFE
$136B
$3.1M 0.07%
124,413
-7,757
CORP icon
277
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.6B
$3.06M 0.07%
31,308
+175
VO icon
278
Vanguard Mid-Cap ETF
VO
$105B
$3.04M 0.07%
41,948
+2,612
BKIE icon
279
BNY Mellon International Equity ETF
BKIE
$1.23B
$3.04M 0.07%
32,877
-1,358
BABA icon
280
Alibaba
BABA
$235B
$3.02M 0.07%
20,625
+1,482
IDMO icon
281
Invesco S&P International Developed Momentum ETF
IDMO
$3.87B
$3.02M 0.07%
54,393
+48,014
HON icon
282
Honeywell
HON
$70.3B
$3.01M 0.07%
15,428
+1,924
SNOW icon
283
Snowflake
SNOW
$90.5B
$3M 0.07%
13,686
+3,919
USA icon
284
Liberty All-Star Equity Fund
USA
$1.79B
$3M 0.07%
477,806
-56,460
TCAF icon
285
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.41B
$2.98M 0.07%
78,061
+5,670
VPU
286
Vanguard Utilities ETF
VPU
$8.58B
$2.97M 0.07%
16,059
+578
REM icon
287
iShares Mortgage Real Estate ETF
REM
$547M
$2.94M 0.07%
132,597
+5,158
CGGO icon
288
Capital Group Global Growth Equity ETF
CGGO
$11.7B
$2.92M 0.07%
84,412
+16,210
COWG icon
289
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.34B
$2.92M 0.07%
82,960
+4,667
VEA icon
290
Vanguard FTSE Developed Markets ETF
VEA
$226B
$2.91M 0.07%
46,615
+5,020
KO icon
291
Coca-Cola
KO
$350B
$2.91M 0.06%
41,555
+491
SPEM icon
292
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$2.9M 0.06%
61,910
-44,739
NBIS
293
Nebius Group N.V.
NBIS
$58.2B
$2.89M 0.06%
34,568
-29,290
FTGS icon
294
First Trust Growth Strength ETF
FTGS
$1.27B
$2.88M 0.06%
81,575
-2,510
VRP icon
295
Invesco Variable Rate Preferred ETF
VRP
$2.98B
$2.88M 0.06%
118,378
+50,547
QQEW icon
296
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.81B
$2.87M 0.06%
20,206
-304
DOC icon
297
Healthpeak Properties
DOC
$14.9B
$2.87M 0.06%
178,352
-25,545
UNH icon
298
UnitedHealth
UNH
$387B
$2.85M 0.06%
8,637
+222
GRID
299
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.7B
$2.84M 0.06%
18,581
+1,648
MO icon
300
Altria Group
MO
$119B
$2.82M 0.06%
48,836
+8,558
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