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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
326
$605K 0.06%
7,891
+491
327
$604K 0.06%
17,137
+1,023
328
$603K 0.06%
78,475
-27,950
329
$597K 0.06%
29,167
+4,379
330
$592K 0.06%
10,054
-3,769
331
$592K 0.06%
17,855
332
$591K 0.06%
11,933
-15,155
333
$591K 0.06%
2,998
-127
334
$589K 0.06%
9,482
+599
335
$587K 0.06%
4,155
+685
336
$586K 0.06%
11,598
+3,476
337
$585K 0.06%
16,466
+512
338
$585K 0.06%
13,875
-482
339
$583K 0.06%
+27,767
340
$581K 0.06%
26,745
-2,375
341
$580K 0.06%
1,067
+411
342
$573K 0.06%
10,397
-18,995
343
$573K 0.06%
4,367
-2,943
344
$572K 0.06%
23,974
+3,712
345
$566K 0.06%
13,601
+512
346
$566K 0.06%
18,139
+1,490
347
$566K 0.06%
45,231
+6,155
348
$566K 0.06%
10,235
+4,637
349
$565K 0.06%
13,492
-1,413
350
$565K 0.06%
21,933
+7,287
12 13
14
15 16