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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
376
$519K 0.06%
16,629
+4,049
377
$518K 0.06%
12,343
+6,752
378
$518K 0.06%
38,109
+1,114
379
$514K 0.05%
11,181
+1,205
380
$511K 0.05%
10,437
+292
381
$510K 0.05%
9,760
-196
382
$509K 0.05%
10,457
-573
383
$506K 0.05%
1,978
-91
384
$505K 0.05%
8,939
+1,583
385
$503K 0.05%
5,755
+3,044
386
$502K 0.05%
25,061
+8,738
387
$499K 0.05%
9,178
+3,080
388
$499K 0.05%
4,612
-70
389
$498K 0.05%
1,769
-163
390
$497K 0.05%
7,115
+1,788
391
$496K 0.05%
1,585
-187
392
$491K 0.05%
29,792
+2,477
393
$489K 0.05%
6,567
-1,453
394
$484K 0.05%
7,940
+4,021
395
$482K 0.05%
4,515
-517
396
$478K 0.05%
6,723
397
$475K 0.05%
12,133
-711
398
$474K 0.05%
2,033
+43
399
$472K 0.05%
13,126
+7,758
400
$472K 0.05%
12,807
+6,002
14 15
16
17 18