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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
401
$471K 0.05%
+2,958
402
$467K 0.05%
13,557
-1,275
403
$462K 0.05%
2,690
404
$461K 0.05%
1,893
-40
405
$460K 0.05%
7,824
-859
406
$455K 0.05%
10,099
+1,400
407
$451K 0.05%
43,662
+300
408
$451K 0.05%
27,850
409
$446K 0.05%
19,032
+1,312
410
$445K 0.05%
11,348
-795
411
$443K 0.05%
6,115
-145
412
$439K 0.05%
75,251
+14,245
413
$433K 0.05%
17,505
+6,005
414
$433K 0.05%
7,284
+391
415
$431K 0.05%
1,926
+214
416
$424K 0.05%
4,629
+20
417
$424K 0.05%
+8,469
418
$424K 0.05%
63,333
-7,835
419
$424K 0.05%
11,318
+320
420
$423K 0.05%
8,047
-3,750
421
$423K 0.05%
9,630
+200
422
$419K 0.04%
20,689
-220,723
423
$418K 0.04%
37,139
+1,674
424
$413K 0.04%
3,008
-2,570
425
$413K 0.04%
14,655
+150
15 16
17
18 19