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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
426
$413K 0.04%
15,995
+885
427
$410K 0.04%
24,074
+1,959
428
$408K 0.04%
11,067
+251
429
$407K 0.04%
1,945
-3,207
430
$405K 0.04%
4,555
-993
431
$404K 0.04%
4,292
-245
432
$401K 0.04%
8,158
+216
433
$400K 0.04%
7,935
+1,798
434
$399K 0.04%
655
+14
435
$397K 0.04%
10,412
-3,288
436
$395K 0.04%
8,120
437
$391K 0.04%
10,630
+1,802
438
$390K 0.04%
4,849
-474
439
$389K 0.04%
2,265
+793
440
$388K 0.04%
14,745
-7,043
441
$386K 0.04%
4,305
+125
442
$386K 0.04%
13,838
-4,042
443
$380K 0.04%
43,874
+18,230
444
$376K 0.04%
779
-4
445
$376K 0.04%
1,789
+26
446
$375K 0.04%
7,504
-1,012
447
$372K 0.04%
7,104
-243
448
$369K 0.04%
4,404
+858
449
$368K 0.04%
11,920
-443
450
$365K 0.04%
23,563
+4,206
16 17
18
19 20