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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
576
$910K 0.03%
15,394
-2,428
577
$900K 0.02%
11,200
578
$897K 0.02%
26,256
+5,231
579
$896K 0.02%
4,600
-47
580
$892K 0.02%
20,308
-4,512
581
$889K 0.02%
83,891
+17,786
582
$889K 0.02%
5,528
+1,782
583
$888K 0.02%
2,835
+210
584
$882K 0.02%
21,268
-12,910
585
$880K 0.02%
25,459
-1,625
586
$880K 0.02%
26,962
-1,461
587
$879K 0.02%
10,900
-892
588
$875K 0.02%
14,023
+4,707
589
$872K 0.02%
35,535
+1,535
590
$868K 0.02%
19,169
+32
591
$862K 0.02%
18,604
+1,259
592
$860K 0.02%
+40,876
593
$859K 0.02%
4,074
+927
594
$859K 0.02%
61,047
+14,649
595
$858K 0.02%
30,507
+6,984
596
$853K 0.02%
17,229
+5,915
597
$852K 0.02%
16,198
+222
598
$841K 0.02%
17,000
+12,100
599
$834K 0.02%
34,724
600
$832K 0.02%
4,286
-53
22 23
24
25 26