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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
601
$832K 0.02%
32,600
+15,000
602
$831K 0.02%
28,258
-578
603
$830K 0.02%
39,868
-10,745
604
$829K 0.02%
9,509
-536
605
$828K 0.02%
2,821
+237
606
$828K 0.02%
10,903
-530
607
$821K 0.02%
+11,439
608
$820K 0.02%
26,889
609
$817K 0.02%
+17,591
610
$810K 0.02%
58,924
+3,457
611
$809K 0.02%
62,400
+1,248
612
$802K 0.02%
10,583
-1,442
613
$800K 0.02%
32,824
-2,613
614
$797K 0.02%
75,445
-76,281
615
$796K 0.02%
+27,262
616
$795K 0.02%
17,272
617
$793K 0.02%
2,653
+248
618
$792K 0.02%
3,038
+77
619
$788K 0.02%
2,926
+432
620
$786K 0.02%
11,240
+58
621
$780K 0.02%
6,562
+3,341
622
$778K 0.02%
3,276
+3
623
$778K 0.02%
3,706
+1,845
624
$775K 0.02%
16,882
-36,039
625
$770K 0.02%
24,202
-9,992
23 24
25
26 27