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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
351
$1.91M 0.05%
43,461
+1,407
352
$1.91M 0.05%
17,265
+4,661
353
$1.9M 0.05%
5,416
-115
354
$1.89M 0.05%
44,696
+32,965
355
$1.89M 0.05%
51,825
-7,406
356
$1.88M 0.05%
23,480
-3,263
357
$1.88M 0.05%
9,694
-157
358
$1.88M 0.05%
14,564
+2,058
359
$1.88M 0.05%
22,335
+19,275
360
$1.88M 0.05%
2,341
+116
361
$1.87M 0.05%
127,779
+19,514
362
$1.87M 0.05%
89,065
+3,487
363
$1.87M 0.05%
38,738
-2,825
364
$1.86M 0.05%
18,797
+177
365
$1.86M 0.05%
75,310
+41,866
366
$1.84M 0.05%
15,205
+1,310
367
$1.84M 0.05%
15,437
+900
368
$1.82M 0.05%
93,222
+998
369
$1.82M 0.05%
+61,213
370
$1.82M 0.05%
74,318
+3,667
371
$1.81M 0.05%
63,015
-16,767
372
$1.81M 0.05%
105,495
+7,973
373
$1.8M 0.05%
38,907
+6,441
374
$1.8M 0.05%
20,448
-1,438
375
$1.79M 0.05%
14,184
-649
13 14
15
16 17