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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
576
$242K 0.03%
12,923
+301
577
$240K 0.03%
6,825
+900
578
$240K 0.03%
5,074
579
$240K 0.03%
1,374
-343
580
$239K 0.03%
7,341
-5,910
581
$238K 0.03%
1,485
+245
582
$238K 0.03%
967
+17
583
$237K 0.03%
8,280
+1,210
584
$236K 0.03%
32,875
-3,675
585
$236K 0.03%
1,729
-935
586
$235K 0.03%
3,719
-638
587
$234K 0.03%
18,649
-1,849
588
$233K 0.02%
5,460
589
$233K 0.02%
3,942
+4
590
$232K 0.02%
+4,955
591
$232K 0.02%
3,992
+300
592
$232K 0.02%
2,463
+33
593
$232K 0.02%
26,400
594
$231K 0.02%
+5,267
595
$231K 0.02%
3,035
-448
596
$231K 0.02%
5,950
+25
597
$231K 0.02%
9,654
-1,078
598
$230K 0.02%
2,204
+324
599
$230K 0.02%
2,830
+110
600
$228K 0.02%
29,624
-510
22 23
24
25 26