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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
301
$673K 0.07%
2,985
-270
302
$670K 0.07%
8,325
+115
303
$667K 0.07%
9,175
+4,175
304
$663K 0.07%
4,748
+80
305
$661K 0.07%
6,070
-678
306
$658K 0.07%
13,156
-245
307
$656K 0.07%
44,040
+18,290
308
$648K 0.07%
22,636
+3,194
309
$644K 0.07%
2,817
+235
310
$643K 0.07%
33,012
+11,250
311
$642K 0.07%
10,626
+549
312
$634K 0.06%
36,973
+7,830
313
$628K 0.06%
3,636
+91
314
$623K 0.06%
28,992
+288
315
$607K 0.06%
10,440
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316
$607K 0.06%
17,214
+2,016
317
$602K 0.06%
3,581
-580
318
$599K 0.06%
4,858
-15
319
$598K 0.06%
31,725
+655
320
$598K 0.06%
3,049
-2
321
$597K 0.06%
4,507
-883
322
$596K 0.06%
2,895
-79
323
$596K 0.06%
3,555
+200
324
$594K 0.06%
6,495
+190
325
$582K 0.06%
44,140
+4,278
11 12
13
14 15