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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
551
$258K 0.03%
9,232
+8
552
$257K 0.03%
50,183
-13,689
553
$257K 0.03%
16,340
+116
554
$256K 0.03%
7,624
-770
555
$255K 0.03%
9,927
-3,515
556
$254K 0.03%
13,582
+375
557
$254K 0.03%
10,898
+2,000
558
$253K 0.03%
12,120
+2,112
559
$253K 0.03%
9,084
-455
560
$253K 0.03%
47,973
-50,703
561
$251K 0.03%
19,391
+3,004
562
$251K 0.03%
3,159
-31
563
$251K 0.03%
5,287
564
$251K 0.03%
6,570
-4,763
565
$250K 0.03%
9,730
566
$250K 0.03%
+1,616
567
$247K 0.03%
+16,868
568
$246K 0.03%
827
-235
569
$245K 0.03%
3,217
-1
570
$245K 0.03%
+12,239
571
$245K 0.03%
19,878
-1,675
572
$244K 0.03%
6,255
+580
573
$243K 0.03%
8,847
-3,834
574
$243K 0.03%
630
+155
575
$242K 0.03%
2,857
21 22
23
24 25