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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
376
$486K 0.05%
6,583
+441
377
$478K 0.05%
8,026
378
$475K 0.05%
785
+224
379
$474K 0.05%
1,273
+82
380
$472K 0.05%
11,846
+105
381
$468K 0.05%
4,368
-3,064
382
$467K 0.05%
7,252
+639
383
$464K 0.05%
1,768
-497
384
$460K 0.05%
+2,461
385
$459K 0.05%
4,367
-687
386
$458K 0.05%
10,353
+395
387
$458K 0.05%
25,787
-290
388
$457K 0.05%
13,850
-460
389
$457K 0.05%
37,500
390
$457K 0.05%
1,634
-40
391
$453K 0.05%
2,991
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392
$453K 0.05%
3,110
+1,900
393
$448K 0.05%
7,482
+360
394
$446K 0.05%
9,100
+400
395
$446K 0.05%
5,119
-99
396
$445K 0.05%
32,860
+5,520
397
$444K 0.05%
13,280
+3,290
398
$444K 0.05%
8,217
+2,705
399
$444K 0.05%
30,302
+4,595
400
$443K 0.05%
66,671
+5,881
14 15
16
17 18