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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
351
$564K 0.06%
6,282
-983
352
$563K 0.06%
26,405
+5,040
353
$563K 0.06%
11,773
-159
354
$562K 0.06%
+4,194
355
$560K 0.06%
5,218
+163
356
$558K 0.06%
21,688
+9,607
357
$554K 0.06%
3,174
+3
358
$553K 0.06%
10,116
+3,332
359
$552K 0.06%
5,724
360
$547K 0.06%
24,331
+2,753
361
$543K 0.06%
+6,780
362
$543K 0.06%
+25,470
363
$539K 0.06%
12,421
+30
364
$533K 0.06%
7,754
-1,788
365
$531K 0.06%
5,967
-1,053
366
$530K 0.06%
29,289
-15,234
367
$529K 0.06%
5,997
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368
$526K 0.06%
5,908
-1,508
369
$526K 0.06%
16,709
+930
370
$524K 0.06%
7,352
-214
371
$524K 0.06%
+39,024
372
$522K 0.06%
44,280
+21,834
373
$522K 0.06%
5,225
+980
374
$521K 0.06%
34,563
375
$520K 0.06%
9,937
-1,956
13 14
15
16 17