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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
$4.46B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,557
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.6M
3
+$11.3M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$9.58M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$8.9M

Top Sells

1
+$9.14M
2
+$7.93M
3
+$7.05M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.96M

Sector Composition

1 Technology 19.95%
2 Financials 4%
3 Consumer Discretionary 4%
4 Communication Services 3.81%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROKU icon
376
Roku
ROKU
$20.8B
$2.24M 0.05%
23,719
+2,750
RL icon
377
Ralph Lauren
RL
$23.7B
$2.19M 0.05%
6,375
+3,009
LGOV icon
378
First Trust Long Duration Opportunities ETF
LGOV
$648M
$2.17M 0.05%
100,781
-6,483
TBUX icon
379
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.19B
$2.16M 0.05%
43,433
-9,923
FBCG icon
380
Fidelity Blue Chip Growth ETF
FBCG
$6.92B
$2.16M 0.05%
43,106
+5,648
NOBL icon
381
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$2.16M 0.05%
40,746
-1,744
NXTG icon
382
First Trust Indxx NextG ETF
NXTG
$554M
$2.15M 0.05%
19,239
+255
MUB icon
383
iShares National Muni Bond ETF
MUB
$45.6B
$2.15M 0.05%
20,280
+741
FEOE
384
First Eagle Overseas Equity ETF
FEOE
$1.43B
$2.15M 0.05%
42,620
+21,462
NKE icon
385
Nike
NKE
$63.8B
$2.15M 0.05%
40,628
-2,703
AGG icon
386
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.13M 0.05%
21,469
+2,365
PYLD icon
387
PIMCO Multi Sector Bond Active ETF
PYLD
$14.4B
$2.13M 0.05%
81,147
+17,943
SCHX icon
388
Schwab US Large- Cap ETF
SCHX
$71.8B
$2.13M 0.05%
82,881
+4,756
TLH icon
389
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$2.12M 0.05%
21,078
+1,534
EMR icon
390
Emerson Electric
EMR
$78.1B
$2.12M 0.05%
16,196
+3,417
AIQ icon
391
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$2.1M 0.05%
45,090
+4,231
DBL
392
DoubleLine Opportunistic Credit Fund
DBL
$283M
$2.09M 0.05%
142,900
-4,900
BSTZ icon
393
BlackRock Science and Technology Term Trust
BSTZ
$2.09B
$2.08M 0.05%
93,950
-50
PJAN icon
394
Innovator US Equity Power Buffer ETF January
PJAN
$1.47B
$2.08M 0.05%
45,097
XMHQ icon
395
Invesco S&P MidCap Quality ETF
XMHQ
$5.42B
$2.08M 0.05%
20,083
+7,443
IWY icon
396
iShares Russell Top 200 Growth ETF
IWY
$17.8B
$2.07M 0.05%
8,327
-141
NOC icon
397
Northrop Grumman
NOC
$73.9B
$2.06M 0.05%
3,019
+104
PFXF icon
398
VanEck Preferred Securities ex Financials ETF
PFXF
$2.43B
$2.05M 0.05%
116,961
+6,683
DOW icon
399
Dow Inc
DOW
$19.5B
$2.04M 0.05%
49,028
+11,618
MMM icon
400
3M
MMM
$83.4B
$2.04M 0.05%
14,059
-3,487
14 15
16
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