We are live on ! Find out more
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
376
$1.79M 0.05%
67,483
+19,039
377
$1.78M 0.05%
3,842
+570
378
$1.77M 0.05%
67,949
+4,935
379
$1.77M 0.05%
20,926
+8,837
380
$1.75M 0.05%
77,900
+3,980
381
$1.75M 0.05%
13,128
-2,268
382
$1.75M 0.05%
8,407
+413
383
$1.74M 0.05%
17,550
+150
384
$1.74M 0.05%
7,937
+790
385
$1.74M 0.05%
35,246
+8,982
386
$1.7M 0.05%
126,269
-155
387
$1.69M 0.05%
203,250
+37,003
388
$1.69M 0.05%
22,689
+884
389
$1.68M 0.05%
11,845
+1,101
390
$1.68M 0.05%
52,424
-3,451
391
$1.67M 0.05%
+57,797
392
$1.66M 0.05%
74,117
-2,984
393
$1.66M 0.05%
17,023
394
$1.64M 0.05%
16,733
+480
395
$1.63M 0.04%
24,316
+1,773
396
$1.63M 0.04%
54,021
+8,817
397
$1.61M 0.04%
24,633
+10,825
398
$1.61M 0.04%
14,627
-28
399
$1.61M 0.04%
46,851
-54,275
400
$1.6M 0.04%
50,151
+26,416
14 15
16
17 18