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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
326
$579K 0.06%
2,644
+56
327
$576K 0.06%
+17,594
328
$574K 0.06%
1,158
+15
329
$573K 0.06%
8,821
+1,896
330
$566K 0.06%
37,258
+10,146
331
$565K 0.06%
11,143
+1,617
332
$565K 0.06%
13,765
+6,280
333
$564K 0.06%
5,079
+404
334
$557K 0.06%
10,197
+1,817
335
$554K 0.06%
3,830
-230
336
$554K 0.06%
1,865
+431
337
$554K 0.06%
4,977
+158
338
$554K 0.06%
9,818
+1,100
339
$553K 0.06%
2,237
-87
340
$552K 0.06%
7,079
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341
$550K 0.06%
2,071
+276
342
$545K 0.06%
6,612
+949
343
$542K 0.06%
6,804
+2,232
344
$534K 0.05%
7,319
+193
345
$534K 0.05%
8,436
+200
346
$533K 0.05%
8,323
-360
347
$529K 0.05%
7,130
-105
348
$524K 0.05%
1,868
+477
349
$523K 0.05%
+34,650
350
$523K 0.05%
2,091
-80
12 13
14
15 16