We are live on ! Find out more
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
26
$5.57M 0.59%
54,752
+518
27
$5.55M 0.59%
50,940
+1,560
28
$5.42M 0.58%
73,026
+51,741
29
$5.16M 0.55%
33,675
+3,152
30
$4.8M 0.51%
40,774
+7,911
31
$4.66M 0.5%
28,213
-68
32
$4.62M 0.49%
128,087
-128
33
$4.61M 0.49%
16,803
-977
34
$4.28M 0.46%
43,205
+2,443
35
$4.04M 0.43%
14,804
-3,457
36
$4.04M 0.43%
128,436
-6,220
37
$4.02M 0.43%
46,934
-12,365
38
$4M 0.43%
92,976
+30,079
39
$4M 0.43%
78,758
+2,737
40
$3.98M 0.43%
24,666
+1,187
41
$3.91M 0.42%
61,303
-721
42
$3.8M 0.41%
26,511
+2,138
43
$3.76M 0.4%
32,970
-58,176
44
$3.71M 0.4%
45,353
-1,111
45
$3.71M 0.4%
20,878
+816
46
$3.65M 0.39%
90,694
+7,733
47
$3.62M 0.39%
69,013
-15,126
48
$3.53M 0.38%
243,636
+58,824
49
$3.46M 0.37%
89,758
+27,274
50
$3.44M 0.37%
33,962
+13,225
1
2
3 4 5