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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
476
$349K 0.04%
+3,407
477
$349K 0.04%
2,505
-271
478
$348K 0.04%
12,370
+337
479
$348K 0.04%
19,303
+1,300
480
$348K 0.04%
5,080
-96
481
$348K 0.04%
2,408
+137
482
$347K 0.04%
5,724
-106
483
$346K 0.04%
19,222
-492
484
$345K 0.04%
640
+126
485
$343K 0.04%
+1,754
486
$343K 0.04%
26,400
+3,300
487
$343K 0.04%
3,984
-716
488
$342K 0.04%
2,186
-1,025
489
$342K 0.03%
898
-1,058
490
$342K 0.03%
3,797
+539
491
$340K 0.03%
15,291
-4,500
492
$339K 0.03%
+6,206
493
$338K 0.03%
4,491
+450
494
$338K 0.03%
48,571
-3,000
495
$337K 0.03%
3,784
-160
496
$336K 0.03%
1,497
+139
497
$334K 0.03%
21,830
-29,250
498
$334K 0.03%
7,848
+15
499
$334K 0.03%
8,570
-746
500
$328K 0.03%
23,964
+10,248
18 19
20
21 22