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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
426
$401K 0.04%
3,164
-3,286
427
$401K 0.04%
4,941
+31
428
$400K 0.04%
5,016
+1,386
429
$400K 0.04%
1,058
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430
$400K 0.04%
8,269
+10
431
$399K 0.04%
9,035
-355
432
$399K 0.04%
3,909
+1,460
433
$397K 0.04%
1,883
+45
434
$395K 0.04%
4,354
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435
$393K 0.04%
47,120
+25,985
436
$391K 0.04%
4,659
+101
437
$390K 0.04%
+3,275
438
$389K 0.04%
7,656
+445
439
$389K 0.04%
4,587
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440
$389K 0.04%
8,380
441
$388K 0.04%
20,253
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442
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443
$384K 0.04%
11,215
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444
$380K 0.04%
7,881
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445
$379K 0.04%
1,329
+350
446
$379K 0.04%
18,863
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447
$378K 0.04%
5,279
+655
448
$377K 0.04%
2,594
-1,578
449
$376K 0.04%
21,146
+1,149
450
$376K 0.04%
24,289
-27,438
16 17
18
19 20