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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
$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
401
$1.6M 0.04%
9,744
+807
402
$1.6M 0.04%
8,086
-674
403
$1.6M 0.04%
71,753
+10,314
404
$1.59M 0.04%
89,407
+3,496
405
$1.58M 0.04%
15,110
-1,549
406
$1.57M 0.04%
10,196
-2,786
407
$1.57M 0.04%
46,294
-11,542
408
$1.57M 0.04%
30,701
-4,300
409
$1.56M 0.04%
249,755
-4,400
410
$1.56M 0.04%
12,236
+611
411
$1.56M 0.04%
22,432
+1,715
412
$1.55M 0.04%
58,341
+10,790
413
$1.53M 0.04%
42,349
+10
414
$1.53M 0.04%
+23,866
415
$1.52M 0.04%
16,331
-6
416
$1.52M 0.04%
15,588
-2,841
417
$1.52M 0.04%
13,833
+2,972
418
$1.52M 0.04%
36,980
+28,787
419
$1.52M 0.04%
+73,050
420
$1.51M 0.04%
40,244
-2,694
421
$1.51M 0.04%
41,531
+12,385
422
$1.5M 0.04%
22,310
-1,409
423
$1.49M 0.04%
26,581
-1,722
424
$1.48M 0.04%
3,834
-215
425
$1.47M 0.04%
17,655
+2,717
15 16
17
18 19