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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
501
$328K 0.03%
17,358
+468
502
$326K 0.03%
1,632
503
$323K 0.03%
8,100
504
$320K 0.03%
+5,005
505
$320K 0.03%
5,750
-100
506
$319K 0.03%
4,435
-642
507
$319K 0.03%
45,214
+951
508
$319K 0.03%
5,622
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509
$318K 0.03%
2,449
-22
510
$318K 0.03%
4,628
-8,027
511
$318K 0.03%
1,621
+245
512
$316K 0.03%
2,283
+1,178
513
$316K 0.03%
+992
514
$315K 0.03%
4,819
+1,227
515
$313K 0.03%
10,468
+1,117
516
$313K 0.03%
4,038
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517
$312K 0.03%
6,579
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518
$311K 0.03%
3,017
-805
519
$310K 0.03%
14,652
-358
520
$309K 0.03%
10,403
+8
521
$307K 0.03%
3,966
-1,308
522
$304K 0.03%
+8,630
523
$302K 0.03%
4,266
+1
524
$301K 0.03%
4,852
-1,160
525
$300K 0.03%
6,237
-1,085
19 20
21
22 23