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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
401
$441K 0.05%
19,945
+465
402
$439K 0.04%
6,186
-1,591
403
$439K 0.04%
+4,638
404
$439K 0.04%
4,507
+290
405
$434K 0.04%
+19,956
406
$430K 0.04%
+8,035
407
$430K 0.04%
3,932
-54
408
$425K 0.04%
49,217
+2,055
409
$425K 0.04%
4,033
-2,046
410
$421K 0.04%
+1,169
411
$421K 0.04%
26,832
+600
412
$419K 0.04%
20,000
+377
413
$419K 0.04%
2,886
-480
414
$416K 0.04%
8,171
+2,441
415
$413K 0.04%
7,489
+756
416
$413K 0.04%
6,667
+249
417
$413K 0.04%
8,203
+186
418
$412K 0.04%
23,578
419
$411K 0.04%
2,135
+95
420
$410K 0.04%
4,652
421
$406K 0.04%
+19,951
422
$406K 0.04%
1,907
+127
423
$405K 0.04%
9,510
-1,140
424
$404K 0.04%
+60,450
425
$403K 0.04%
2,305
+50
15 16
17
18 19