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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
626
$210K 0.02%
+940
627
$209K 0.02%
2,789
628
$209K 0.02%
+4,571
629
$209K 0.02%
3,275
630
$208K 0.02%
+895
631
$208K 0.02%
4,498
-3,443
632
$206K 0.02%
3,600
633
$206K 0.02%
16,215
-415
634
$205K 0.02%
1,511
-61
635
$205K 0.02%
+5,012
636
$204K 0.02%
6,520
+975
637
$204K 0.02%
4,790
-5,070
638
$203K 0.02%
2,607
-597
639
$202K 0.02%
1,777
-10
640
$201K 0.02%
6,487
-450
641
$201K 0.02%
2,391
+78
642
$199K 0.02%
21,460
+7,430
643
$191K 0.02%
10,577
+2,838
644
$190K 0.02%
10,890
-5,600
645
$189K 0.02%
27,035
+2,300
646
$179K 0.02%
34,591
-6,929
647
$176K 0.02%
19,590
+7,886
648
$174K 0.02%
+17,834
649
$174K 0.02%
13,925
650
$172K 0.02%
5,509
+1,160
24 25
26
27 28