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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
576
$260K 0.03%
9,787
+718
577
$258K 0.03%
1,551
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$257K 0.03%
25,758
579
$257K 0.03%
9,853
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580
$257K 0.03%
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581
$257K 0.03%
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582
$255K 0.03%
+9,095
583
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584
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1,303
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585
$255K 0.03%
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586
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5,360
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587
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588
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2,972
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$252K 0.03%
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590
$251K 0.03%
11,337
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593
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3,350
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597
$247K 0.03%
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598
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39,328
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599
$245K 0.03%
2,345
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600
$244K 0.03%
9,600
+800
22 23
24
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