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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
526
$298K 0.03%
2,754
-461
527
$297K 0.03%
11,612
+220
528
$295K 0.03%
2,125
529
$295K 0.03%
4,725
+1,604
530
$294K 0.03%
6,954
+35
531
$294K 0.03%
+5,265
532
$293K 0.03%
4,956
-872
533
$293K 0.03%
512
534
$292K 0.03%
2,988
+212
535
$291K 0.03%
+318
536
$291K 0.03%
+4,377
537
$290K 0.03%
38,000
+7,000
538
$287K 0.03%
2,474
+75
539
$287K 0.03%
3,009
+550
540
$287K 0.03%
9,645
-344
541
$287K 0.03%
5,639
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542
$287K 0.03%
11,277
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543
$286K 0.03%
1,049
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544
$285K 0.03%
2,522
-244
545
$283K 0.03%
6,460
-36
546
$282K 0.03%
19,041
+1,022
547
$281K 0.03%
15,045
548
$281K 0.03%
10,200
+650
549
$280K 0.03%
1,544
+70
550
$280K 0.03%
+1,103
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