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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
551
$279K 0.03%
6,596
+683
552
$279K 0.03%
5,792
-147
553
$277K 0.03%
12,452
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554
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17,093
+3,060
555
$275K 0.03%
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556
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407
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557
$274K 0.03%
11,577
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558
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559
$271K 0.03%
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560
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561
$269K 0.03%
320
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562
$267K 0.03%
+10,455
563
$266K 0.03%
+13,207
564
$266K 0.03%
20,810
565
$265K 0.03%
3,352
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566
$265K 0.03%
+4,419
567
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569
$264K 0.03%
3,898
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570
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6,330
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571
$262K 0.03%
1,393
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572
$262K 0.03%
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+713
573
$261K 0.03%
4,998
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574
$260K 0.03%
10,405
-14,933
575
$260K 0.03%
1,530
21 22
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