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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
501
$304K 0.03%
3,217
-1,554
502
$303K 0.03%
+6,155
503
$302K 0.03%
35,291
-1,255
504
$302K 0.03%
12,948
+1,618
505
$301K 0.03%
8,125
-365
506
$299K 0.03%
2,845
507
$298K 0.03%
+637
508
$298K 0.03%
3,292
+619
509
$298K 0.03%
25,785
+1,052
510
$294K 0.03%
16,642
-1,415
511
$292K 0.03%
8,115
-402
512
$292K 0.03%
4,359
+1
513
$291K 0.03%
2,839
-7,685
514
$290K 0.03%
4,385
-500
515
$289K 0.03%
1,416
+53
516
$286K 0.03%
2,714
-68
517
$286K 0.03%
1,661
+245
518
$284K 0.03%
1,950
-350
519
$284K 0.03%
+1,605
520
$283K 0.03%
9,725
+30
521
$282K 0.03%
15,500
522
$282K 0.03%
3,840
523
$281K 0.03%
3,645
-507
524
$279K 0.03%
2,433
-7,071
525
$274K 0.03%
+6,595
19 20
21
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