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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
$4.48B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$10.3M
4
MSTR icon
Strategy Inc
MSTR
+$9.59M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$8.8M

Top Sells

1
+$13.1M
2
+$8.8M
3
+$8.08M
4
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$7.01M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.22M

Sector Composition

1 Technology 21.88%
2 Financials 4.55%
3 Consumer Discretionary 4.48%
4 Communication Services 4.06%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETHE
551
Grayscale Ethereum Staking ETF Shares
ETHE
$1.31B
$1.21M 0.03%
49,568
-3,329
IAGG icon
552
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$1.21M 0.03%
24,124
+3,208
TNGY
553
Tortoise Energy ETF
TNGY
$511M
$1.2M 0.03%
132,762
-12,724
MEDP icon
554
Medpace
MEDP
$15.1B
$1.19M 0.03%
2,125
+383
VICI icon
555
VICI Properties
VICI
$28.3B
$1.19M 0.03%
42,387
+33,510
FETH
556
Fidelity Ethereum Fund
FETH
$872M
$1.19M 0.03%
40,239
-254,824
RL icon
557
Ralph Lauren
RL
$23.9B
$1.19M 0.03%
+3,366
PTLC icon
558
Pacer Trendpilot US Large Cap ETF
PTLC
$3.29B
$1.19M 0.03%
21,402
+1,707
IMCG icon
559
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.97B
$1.19M 0.03%
14,869
+1,319
POCT icon
560
Innovator US Equity Power Buffer ETF October
POCT
$967M
$1.19M 0.03%
27,025
+7,771
AOM icon
561
iShares Core Moderate Allocation ETF
AOM
$1.79B
$1.18M 0.03%
24,702
+7,226
BOND icon
562
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.18B
$1.18M 0.03%
12,661
+1,498
FUTY icon
563
Fidelity MSCI Utilities Index ETF
FUTY
$2.32B
$1.18M 0.03%
21,330
+4,048
SECT icon
564
Main Sector Rotation ETF
SECT
$2.8B
$1.18M 0.03%
18,241
+8,641
AKRE
565
Akre Focus ETF
AKRE
$5.34B
$1.17M 0.03%
+17,924
PFM icon
566
Invesco Dividend Achievers ETF
PFM
$777M
$1.15M 0.03%
22,423
+228
LIN icon
567
Linde
LIN
$247B
$1.15M 0.03%
2,698
+1,109
HEFA icon
568
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.29B
$1.15M 0.03%
27,789
-9,872
VTIP icon
569
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.6B
$1.15M 0.03%
23,233
+3,966
PAAS icon
570
Pan American Silver
PAAS
$18.7B
$1.15M 0.03%
22,141
+10,682
PJUL icon
571
Innovator US Equity Power Buffer ETF July
PJUL
$998M
$1.14M 0.03%
24,656
FENI icon
572
Fidelity Enhanced International ETF
FENI
$10.2B
$1.14M 0.03%
31,236
+19,400
BMY icon
573
Bristol-Myers Squibb
BMY
$115B
$1.13M 0.03%
21,008
+5,747
CCL icon
574
Carnival Corporation Ltd
CCL
$39.1B
$1.13M 0.03%
37,061
+17,338
DFII
575
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$16.1M
$1.13M 0.03%
+63,162
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