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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
451
$364K 0.04%
2,231
-39
452
$364K 0.04%
38,010
+300
453
$358K 0.04%
4,967
+88
454
$351K 0.04%
4,276
+218
455
$350K 0.04%
+4,991
456
$349K 0.04%
2,290
-175
457
$348K 0.04%
6,957
-26
458
$345K 0.04%
1,523
-2,813
459
$345K 0.04%
4,115
-6,273
460
$344K 0.04%
26,771
461
$344K 0.04%
3,076
-4,016
462
$343K 0.04%
20,914
+393
463
$342K 0.04%
3,607
+1,001
464
$341K 0.04%
28,980
-6,981
465
$340K 0.04%
3,751
+75
466
$340K 0.04%
2,344
+172
467
$338K 0.04%
24,226
+6,217
468
$337K 0.04%
5,391
-6,706
469
$336K 0.04%
4,700
-3,300
470
$336K 0.04%
4,205
-496
471
$335K 0.04%
6,466
472
$335K 0.04%
566
-32
473
$332K 0.04%
9,841
-2,202
474
$331K 0.04%
50,044
+3,628
475
$331K 0.04%
38,627
+1,780
17 18
19
20 21