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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
526
$274K 0.03%
3,790
+665
527
$273K 0.03%
13,182
+6,110
528
$273K 0.03%
21,764
-364
529
$272K 0.03%
7,848
+46
530
$271K 0.03%
21,350
-4,281
531
$271K 0.03%
8,295
532
$269K 0.03%
2,825
-2,473
533
$268K 0.03%
3,641
-115
534
$267K 0.03%
2,024
+493
535
$266K 0.03%
4,348
-302
536
$265K 0.03%
4,435
537
$265K 0.03%
4,106
+459
538
$265K 0.03%
3,529
+2
539
$265K 0.03%
5,127
+681
540
$264K 0.03%
+5,390
541
$264K 0.03%
1,362
542
$263K 0.03%
2,500
543
$261K 0.03%
2,558
-1,536
544
$261K 0.03%
4,617
-171
545
$260K 0.03%
11,800
+1,800
546
$258K 0.03%
3,141
-697
547
$258K 0.03%
37,848
+6,000
548
$258K 0.03%
2,644
-300
549
$258K 0.03%
7,865
+70
550
$258K 0.03%
9,491
+396
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22
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