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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
426
$1.47M 0.04%
11,431
+3,809
427
$1.46M 0.04%
12,270
+1,706
428
$1.46M 0.04%
105,139
-12,539
429
$1.46M 0.04%
2
430
$1.46M 0.04%
103,696
+32,754
431
$1.45M 0.04%
34,149
-6,122
432
$1.45M 0.04%
37,236
-52,684
433
$1.43M 0.04%
15,458
+2,370
434
$1.42M 0.04%
4,192
+89
435
$1.42M 0.04%
29,848
+554
436
$1.41M 0.04%
5,708
+2,954
437
$1.4M 0.04%
48,116
+2,677
438
$1.4M 0.04%
28,362
+82
439
$1.4M 0.04%
16,960
-103
440
$1.4M 0.04%
9,926
+383
441
$1.39M 0.04%
437,487
-81,601
442
$1.39M 0.04%
123,137
-29,663
443
$1.39M 0.04%
16,084
+5,363
444
$1.38M 0.04%
5,575
+264
445
$1.38M 0.04%
57,895
+474
446
$1.37M 0.04%
+72,065
447
$1.36M 0.04%
29,799
+2,900
448
$1.36M 0.04%
19,890
-4,785
449
$1.36M 0.04%
13,944
+325
450
$1.35M 0.04%
12,864
-1,447
16 17
18
19 20