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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
26
$5.45M 0.56%
42,253
-122
27
$5.44M 0.56%
16,561
+184
28
$5.37M 0.55%
11,942
+747
29
$5.23M 0.53%
51,661
-407
30
$5.13M 0.52%
84,060
+80
31
$5.13M 0.52%
30,314
+1,585
32
$5.04M 0.52%
48,349
+4,639
33
$4.93M 0.5%
83,780
+4,550
34
$4.63M 0.47%
41,200
+300
35
$4.61M 0.47%
62,988
+3,463
36
$4.45M 0.45%
33,300
+1,180
37
$4.36M 0.45%
213,936
+21,928
38
$4.29M 0.44%
110,418
+3,106
39
$4.22M 0.43%
38,221
+5,208
40
$4.13M 0.42%
247,195
-25,696
41
$4.05M 0.41%
29,890
+7,430
42
$3.97M 0.41%
85,356
+17,055
43
$3.94M 0.4%
52,792
+3,286
44
$3.92M 0.4%
36,347
+194
45
$3.8M 0.39%
13,936
-888
46
$3.75M 0.38%
34,038
+101
47
$3.72M 0.38%
22,707
-204
48
$3.7M 0.38%
35,915
+6,626
49
$3.62M 0.37%
9,177
+551
50
$3.61M 0.37%
73,139
+3,600
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