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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
351
$518K 0.05%
24,833
+6,609
352
$517K 0.05%
8,372
353
$516K 0.05%
28,190
-800
354
$514K 0.05%
11,772
+1,443
355
$513K 0.05%
2,860
-265
356
$512K 0.05%
6,773
-100
357
$512K 0.05%
17,080
+650
358
$510K 0.05%
6,067
+236
359
$506K 0.05%
+4,793
360
$505K 0.05%
8,066
+245
361
$504K 0.05%
9,013
+2,009
362
$504K 0.05%
17,036
+892
363
$503K 0.05%
9,669
+590
364
$502K 0.05%
20,822
+1,049
365
$501K 0.05%
28,950
+16,500
366
$501K 0.05%
8,340
+415
367
$499K 0.05%
2,103
+771
368
$499K 0.05%
6,089
-1,394
369
$499K 0.05%
2,500
370
$494K 0.05%
10,331
+385
371
$491K 0.05%
5,175
372
$490K 0.05%
17,878
+595
373
$490K 0.05%
44,350
+5,000
374
$488K 0.05%
11,309
+1,900
375
$488K 0.05%
1,015
+78
13 14
15
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