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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
626
$767K 0.02%
3,510
+424
627
$765K 0.02%
6,189
-9,186
628
$765K 0.02%
1,530
+257
629
$761K 0.02%
16,441
-5,065
630
$759K 0.02%
20,417
-4,005
631
$757K 0.02%
22,696
-1,116
632
$757K 0.02%
50,100
-7,000
633
$757K 0.02%
15,520
-1,871
634
$754K 0.02%
18,254
635
$754K 0.02%
+22,022
636
$753K 0.02%
5,565
+80
637
$752K 0.02%
+15,100
638
$746K 0.02%
28,746
+17
639
$742K 0.02%
9,440
+72
640
$740K 0.02%
10,973
+317
641
$739K 0.02%
53,608
+5,836
642
$737K 0.02%
+4,591
643
$734K 0.02%
1,564
+86
644
$731K 0.02%
+12,140
645
$730K 0.02%
+8,550
646
$729K 0.02%
19,541
+71
647
$719K 0.02%
+2,399
648
$716K 0.02%
9,672
-5,284
649
$714K 0.02%
3,442
650
$712K 0.02%
16,971
-76
24 25
26
27 28