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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
26
$19.2M 0.53%
377,916
+93,903
27
$18.8M 0.52%
46,401
+8,286
28
$18.5M 0.51%
105,187
+6,865
29
$18.5M 0.51%
38,087
+5,122
30
$18.1M 0.5%
570,245
+61,481
31
$17.3M 0.48%
279,418
-3,727
32
$17M 0.47%
1,043,444
+126,466
33
$15.6M 0.43%
27,415
+2,431
34
$15.4M 0.42%
283,161
-13,747
35
$15.2M 0.42%
803,505
-354,919
36
$15M 0.41%
153,827
+5,082
37
$14.7M 0.41%
52,861
+13,169
38
$14.3M 0.4%
156,282
+43,141
39
$14.3M 0.39%
281,700
+61,771
40
$14.2M 0.39%
403,178
-153,708
41
$13.9M 0.38%
48,922
+1,289
42
$13M 0.36%
177,540
-3,000
43
$12.9M 0.36%
44,584
-662
44
$12.9M 0.35%
135,095
+57,561
45
$12.8M 0.35%
25,166
+4,184
46
$12.5M 0.34%
133,461
-747
47
$12.1M 0.33%
456,275
+30,843
48
$12M 0.33%
89,194
+7,408
49
$11.6M 0.32%
32,788
-1,342
50
$11.6M 0.32%
56,442
+6,900
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