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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
551
$978K 0.03%
22,304
+1,000
552
$974K 0.03%
92,595
-4,747
553
$973K 0.03%
19,389
+12,140
554
$971K 0.03%
20,133
+4,104
555
$968K 0.03%
11,858
-1,873
556
$966K 0.03%
8,399
+23
557
$962K 0.03%
3,606
-297
558
$962K 0.03%
49,220
+12,615
559
$961K 0.03%
13,356
-162
560
$958K 0.03%
136,628
+5,246
561
$956K 0.03%
7,290
+4,845
562
$956K 0.03%
9,316
-58
563
$950K 0.03%
11,836
+1,311
564
$949K 0.03%
19,706
-733
565
$948K 0.03%
35,790
+17,940
566
$945K 0.03%
11,107
-1,735
567
$935K 0.03%
110,389
+1,107
568
$931K 0.03%
13,220
+15
569
$925K 0.03%
66,723
+14,656
570
$924K 0.03%
4,793
-176
571
$922K 0.03%
38,960
+601
572
$918K 0.03%
11,553
-4,516
573
$913K 0.03%
25,568
-2,088
574
$912K 0.03%
18,136
-7,179
575
$911K 0.03%
18,380
-120
21 22
23
24 25