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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
451
$375K 0.04%
4,687
-1,134
452
$374K 0.04%
3,247
-443
453
$374K 0.04%
34,695
454
$373K 0.04%
5,418
-2,466
455
$373K 0.04%
2,500
456
$370K 0.04%
4,233
+771
457
$369K 0.04%
7,363
+331
458
$369K 0.04%
+12,000
459
$367K 0.04%
13,176
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460
$366K 0.04%
18,920
461
$366K 0.04%
+5,599
462
$365K 0.04%
+25,208
463
$364K 0.04%
2,363
-118
464
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465
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4,792
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466
$362K 0.04%
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467
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468
$357K 0.04%
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469
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13,935
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$356K 0.04%
28,070
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471
$353K 0.04%
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472
$352K 0.04%
22,187
+11,624
473
$352K 0.04%
7,107
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474
$350K 0.04%
16,590
-38,255
475
$349K 0.04%
1,511
+49
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