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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
301
$2.29M 0.06%
54,722
+17,626
302
$2.29M 0.06%
10,436
+319
303
$2.29M 0.06%
97,902
-37
304
$2.28M 0.06%
2,177
-145
305
$2.28M 0.06%
22,475
+16,628
306
$2.27M 0.06%
7,974
-123
307
$2.27M 0.06%
39,436
+6,567
308
$2.26M 0.06%
26,264
-20,506
309
$2.26M 0.06%
124,522
-1,242
310
$2.26M 0.06%
18,297
-475
311
$2.24M 0.06%
18,476
+15,746
312
$2.24M 0.06%
63,660
+15,883
313
$2.21M 0.06%
85,002
+22,541
314
$2.21M 0.06%
95,153
+13,283
315
$2.2M 0.06%
27,807
+1,293
316
$2.17M 0.06%
197,034
-9,601
317
$2.16M 0.06%
15,212
+9,048
318
$2.15M 0.06%
42,865
+4,300
319
$2.14M 0.06%
397,815
+2,465
320
$2.12M 0.06%
66,474
-69
321
$2.12M 0.06%
9,470
+340
322
$2.12M 0.06%
77,554
+44,122
323
$2.09M 0.06%
23,942
-4,371
324
$2.07M 0.06%
7,200
-297
325
$2.06M 0.06%
9,057
+2,969
11 12
13
14 15