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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
301
$690K 0.07%
8,858
+2,189
302
$689K 0.07%
79,143
+51,971
303
$687K 0.07%
7,152
+16
304
$673K 0.07%
51,364
+2,458
305
$669K 0.07%
3,025
+25
306
$669K 0.07%
11,660
+1,178
307
$669K 0.07%
+46,945
308
$669K 0.07%
3,219
-29
309
$663K 0.07%
8,345
-1,062
310
$662K 0.07%
7,309
+1,249
311
$654K 0.07%
8,170
-504
312
$648K 0.07%
3,053
+951
313
$646K 0.07%
32,524
+12
314
$645K 0.07%
9,627
+535
315
$642K 0.07%
8,289
+1,303
316
$641K 0.07%
22,121
+4,069
317
$636K 0.07%
10,238
+108
318
$634K 0.07%
1,533
+199
319
$631K 0.07%
13,772
-250
320
$625K 0.07%
5,882
-3,862
321
$620K 0.07%
+12,621
322
$618K 0.07%
4,025
-1,024
323
$611K 0.07%
3,296
+311
324
$608K 0.06%
3,242
+2,406
325
$606K 0.06%
+19,939
11 12
13
14 15