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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
$4.48B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$10.3M
4
MSTR icon
Strategy Inc
MSTR
+$9.59M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$8.8M

Top Sells

1
+$13.1M
2
+$8.8M
3
+$8.08M
4
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$7.01M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.22M

Sector Composition

1 Technology 21.88%
2 Financials 4.55%
3 Consumer Discretionary 4.48%
4 Communication Services 4.06%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SFLR icon
426
Innovator Equity Managed Floor ETF
SFLR
$2.05B
$1.75M 0.04%
47,554
+10,931
DHR icon
427
Danaher
DHR
$135B
$1.75M 0.04%
7,644
+186
VFC icon
428
VF Corp
VFC
$6.54B
$1.74M 0.04%
96,361
-4,045
VFLO icon
429
VictoryShares Free Cash Flow ETF
VFLO
$7.75B
$1.74M 0.04%
44,226
-5,357
TVAL icon
430
T. Rowe Price Value ETF
TVAL
$951M
$1.74M 0.04%
49,381
+6,417
VWO icon
431
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.74M 0.04%
32,351
-51,123
PDO
432
PIMCO Dynamic Income Opportunities Fund
PDO
$1.88B
$1.74M 0.04%
125,564
+1,062
VDC icon
433
Vanguard Consumer Staples ETF
VDC
$7.83B
$1.73M 0.04%
8,203
-383
SHW icon
434
Sherwin-Williams
SHW
$84.9B
$1.72M 0.04%
5,310
-225
CMG icon
435
Chipotle Mexican Grill
CMG
$44.9B
$1.72M 0.04%
46,450
+26,559
CRWV
436
CoreWeave Inc
CRWV
$46.7B
$1.71M 0.04%
23,916
-10,244
SPOT icon
437
Spotify
SPOT
$97.2B
$1.7M 0.04%
2,925
-1,554
VGK icon
438
Vanguard FTSE Europe ETF
VGK
$29.7B
$1.7M 0.04%
20,291
-930
EMR icon
439
Emerson Electric
EMR
$78.1B
$1.7M 0.04%
12,779
-198
CGCP icon
440
Capital Group Core Plus Income ETF
CGCP
$8.22B
$1.69M 0.04%
74,756
+1,239
ADBE icon
441
Adobe
ADBE
$83.9B
$1.69M 0.04%
4,824
+1,476
PYLD icon
442
PIMCO Multi Sector Bond Active ETF
PYLD
$14.4B
$1.69M 0.04%
63,204
+11,604
IWB icon
443
iShares Russell 1000 ETF
IWB
$48.7B
$1.68M 0.04%
4,511
-91
VOE icon
444
Vanguard Mid-Cap Value ETF
VOE
$23B
$1.67M 0.04%
9,393
+1,024
NOC icon
445
Northrop Grumman
NOC
$73.9B
$1.66M 0.04%
2,915
+1,349
AXON
446
Axon Enterprise
AXON
$47.9B
$1.66M 0.04%
2,918
-104
LQD icon
447
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.2B
$1.66M 0.04%
15,021
+1,087
TUG icon
448
STF Tactical Growth ETF
TUG
$33.8M
$1.64M 0.04%
41,439
+88
PII icon
449
Polaris
PII
$3.89B
$1.64M 0.04%
25,919
+1,334
NEM icon
450
Newmont
NEM
$99.6B
$1.64M 0.04%
16,390
+780
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