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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
451
$1.35M 0.04%
20,347
-9,684
452
$1.35M 0.04%
3,405
+116
453
$1.34M 0.04%
19,106
-451
454
$1.34M 0.04%
+146,381
455
$1.33M 0.04%
5,583
-2,746
456
$1.33M 0.04%
35,022
+8,233
457
$1.33M 0.04%
19,567
-6,186
458
$1.33M 0.04%
11,252
+121
459
$1.32M 0.04%
15,810
-1,121
460
$1.32M 0.04%
3,262
-45
461
$1.32M 0.04%
26,875
-347
462
$1.32M 0.04%
43,185
-3,786
463
$1.31M 0.04%
7,028
+4,091
464
$1.3M 0.04%
14,497
+6,800
465
$1.3M 0.04%
116,803
-5,053
466
$1.3M 0.04%
18,636
+205
467
$1.29M 0.04%
14,093
+5,291
468
$1.29M 0.04%
9,685
+967
469
$1.28M 0.04%
31,557
+23,307
470
$1.28M 0.04%
90,177
+1,399
471
$1.27M 0.04%
6,963
-2,725
472
$1.27M 0.04%
117,396
-71
473
$1.27M 0.04%
29,151
-2,587
474
$1.27M 0.04%
7,682
+492
475
$1.26M 0.03%
3,849
+197
17 18
19
20 21