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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
626
$229K 0.02%
+2,477
627
$229K 0.02%
3,562
-145
628
$227K 0.02%
+5,832
629
$227K 0.02%
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-391
630
$226K 0.02%
2,512
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631
$225K 0.02%
+11,300
632
$223K 0.02%
+1,377
633
$223K 0.02%
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634
$222K 0.02%
1,786
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635
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1,455
-49
636
$218K 0.02%
+4,100
637
$218K 0.02%
16,096
638
$218K 0.02%
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639
$218K 0.02%
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-300
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$218K 0.02%
5,816
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641
$218K 0.02%
13,925
642
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430
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$217K 0.02%
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$215K 0.02%
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645
$215K 0.02%
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646
$213K 0.02%
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-4,001
648
$213K 0.02%
10,385
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649
$213K 0.02%
753
-18
650
$213K 0.02%
1,742
24 25
26
27 28