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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
$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
476
$331K 0.04%
3,496
-3,761
477
$331K 0.04%
3,455
-242
478
$331K 0.04%
10,000
-4,600
479
$329K 0.04%
15,325
-400
480
$329K 0.04%
11,373
+27
481
$327K 0.03%
17,678
+970
482
$325K 0.03%
28,730
+11,350
483
$323K 0.03%
1,153
484
$323K 0.03%
36,444
-2,933
485
$321K 0.03%
2,616
+360
486
$320K 0.03%
3,664
+97
487
$319K 0.03%
8,375
+1,077
488
$318K 0.03%
13,100
+5,000
489
$317K 0.03%
5,737
+8
490
$316K 0.03%
15,338
-20,666
491
$315K 0.03%
6,070
+593
492
$314K 0.03%
+2,840
493
$312K 0.03%
+2,348
494
$310K 0.03%
1,730
+339
495
$310K 0.03%
2,229
-800
496
$309K 0.03%
5,918
+86
497
$307K 0.03%
4,692
498
$306K 0.03%
6,224
+688
499
$306K 0.03%
13,648
+800
500
$304K 0.03%
8,100
18 19
20
21 22