We are live on ! Find out more
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
601
$227K 0.02%
8,100
-1,325
602
$225K 0.02%
22,593
-3,579
603
$224K 0.02%
+3,272
604
$223K 0.02%
5,488
+133
605
$223K 0.02%
2,161
606
$222K 0.02%
2,657
-89
607
$222K 0.02%
975
+2
608
$221K 0.02%
48,875
+36,690
609
$221K 0.02%
+2,666
610
$221K 0.02%
4,052
-3
611
$220K 0.02%
1,850
-1,500
612
$219K 0.02%
4,796
+11
613
$218K 0.02%
1,724
+68
614
$218K 0.02%
+4,275
615
$218K 0.02%
17,193
+100
616
$217K 0.02%
12,931
+1,412
617
$217K 0.02%
3,074
-65
618
$216K 0.02%
778
+18
619
$216K 0.02%
2,441
-153
620
$215K 0.02%
784
+3
621
$214K 0.02%
6,769
+4,440
622
$214K 0.02%
1,631
623
$213K 0.02%
1,976
-265
624
$213K 0.02%
2,743
-353,088
625
$212K 0.02%
3,639
-2,560
23 24
25
26 27