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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
326
$2.05M 0.06%
36,330
+2,422
327
$2.05M 0.06%
22,544
+14,627
328
$2.05M 0.06%
40,688
+7,438
329
$2.05M 0.06%
+57,568
330
$2.05M 0.06%
62,681
+7,170
331
$2.04M 0.06%
75,859
-1,083
332
$2.04M 0.06%
14,739
+839
333
$2.04M 0.06%
9,199
+34
334
$2.04M 0.06%
76,146
+22,210
335
$2.02M 0.06%
20,017
+6,172
336
$2.02M 0.06%
32,962
-2,642
337
$2.02M 0.06%
267,193
-4,655
338
$2.02M 0.06%
399,109
-106,949
339
$1.98M 0.05%
19,807
+9,950
340
$1.98M 0.05%
+67,936
341
$1.98M 0.05%
133,053
-9,054
342
$1.97M 0.05%
5,749
-24
343
$1.97M 0.05%
14,514
+3,395
344
$1.97M 0.05%
256,802
+11,364
345
$1.96M 0.05%
52,994
+2,067
346
$1.94M 0.05%
54,993
-38,228
347
$1.94M 0.05%
92,536
+7,350
348
$1.94M 0.05%
+9,098
349
$1.92M 0.05%
24,802
+1,796
350
$1.91M 0.05%
5,933
+2,773
12 13
14
15 16