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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
476
$1.26M 0.03%
32,469
+3,007
477
$1.26M 0.03%
15,145
-7,415
478
$1.25M 0.03%
11,063
+1,466
479
$1.25M 0.03%
21,426
-4,376
480
$1.25M 0.03%
3,442
+340
481
$1.24M 0.03%
25,582
+15,976
482
$1.23M 0.03%
1,566
+424
483
$1.23M 0.03%
4,397
-168
484
$1.22M 0.03%
+6,661
485
$1.21M 0.03%
2,256
-23
486
$1.2M 0.03%
54,494
+427
487
$1.2M 0.03%
9,076
+1,153
488
$1.2M 0.03%
35,643
+15,867
489
$1.2M 0.03%
25,452
+19,552
490
$1.19M 0.03%
3,857
-355
491
$1.19M 0.03%
23,568
+11,436
492
$1.19M 0.03%
13,185
+1,357
493
$1.19M 0.03%
+39,000
494
$1.19M 0.03%
39,400
+22,400
495
$1.19M 0.03%
+56,285
496
$1.18M 0.03%
15,219
-74
497
$1.17M 0.03%
35,110
+14,663
498
$1.17M 0.03%
+4,112
499
$1.17M 0.03%
5,939
-824
500
$1.17M 0.03%
42,339
+13,687
18 19
20
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