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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
651
$213K 0.02%
+2,450
652
$212K 0.02%
+7,965
653
$211K 0.02%
2,789
654
$211K 0.02%
+7,040
655
$211K 0.02%
1,656
+35
656
$210K 0.02%
+3,518
657
$209K 0.02%
7,065
-1,154
658
$209K 0.02%
+1,068
659
$208K 0.02%
+1,100
660
$208K 0.02%
12,449
661
$208K 0.02%
+3,628
662
$207K 0.02%
9,566
-396
663
$207K 0.02%
1,390
-5
664
$207K 0.02%
21,088
+3,935
665
$205K 0.02%
1,155
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666
$204K 0.02%
2,075
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667
$204K 0.02%
+3,659
668
$203K 0.02%
+4,800
669
$203K 0.02%
+2,995
670
$202K 0.02%
3,085
-554
671
$202K 0.02%
1,800
-100
672
$202K 0.02%
2,120
+1
673
$201K 0.02%
1,018
-21
674
$201K 0.02%
4,652
-8,103
675
$201K 0.02%
7,053
+710
25 26
27
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