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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
501
$1.16M 0.03%
69,387
-7,674
502
$1.16M 0.03%
+7,131
503
$1.16M 0.03%
23,115
-349
504
$1.16M 0.03%
22,828
-11,108
505
$1.15M 0.03%
23,169
+8,902
506
$1.15M 0.03%
55,254
-6,526
507
$1.14M 0.03%
1,512
-311
508
$1.14M 0.03%
16,449
+5,775
509
$1.13M 0.03%
23,892
-2,848
510
$1.12M 0.03%
14,400
511
$1.12M 0.03%
16,218
-7,411
512
$1.12M 0.03%
37,020
+7,909
513
$1.12M 0.03%
7,225
-28
514
$1.1M 0.03%
93,985
+28,263
515
$1.1M 0.03%
72,828
-18,448
516
$1.09M 0.03%
12,088
+4,593
517
$1.09M 0.03%
12,159
-607
518
$1.09M 0.03%
7,821
+145
519
$1.08M 0.03%
41,095
+10,937
520
$1.08M 0.03%
3,909
+2,847
521
$1.07M 0.03%
21,014
+7,303
522
$1.06M 0.03%
7,054
-180
523
$1.06M 0.03%
11,528
+631
524
$1.06M 0.03%
41,805
-41,537
525
$1.06M 0.03%
23,333
+1,080
19 20
21
22 23