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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
526
$1.05M 0.03%
284
+6
527
$1.05M 0.03%
50,621
+169
528
$1.05M 0.03%
11,404
+403
529
$1.05M 0.03%
9,308
+900
530
$1.05M 0.03%
106,926
+4,161
531
$1.04M 0.03%
23,279
-1,450
532
$1.04M 0.03%
58,616
-121
533
$1.04M 0.03%
114,629
-55,342
534
$1.03M 0.03%
2,017
-226
535
$1.03M 0.03%
4,480
-297
536
$1.02M 0.03%
+47,514
537
$1.02M 0.03%
10,232
+4,815
538
$1.02M 0.03%
25,163
+1,166
539
$1.02M 0.03%
13,012
+2,020
540
$1.02M 0.03%
19,280
+708
541
$1.01M 0.03%
51,757
-17,238
542
$1.01M 0.03%
11,002
-331
543
$1.01M 0.03%
79,475
+21,700
544
$1.01M 0.03%
3,458
+269
545
$1.01M 0.03%
+9,557
546
$999K 0.03%
68,050
547
$994K 0.03%
88,366
-2,574
548
$992K 0.03%
3,471
+336
549
$988K 0.03%
24,477
+14,141
550
$987K 0.03%
+19,311
20 21
22
23 24