We are live on ! Find out more
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
651
$168K 0.02%
18,650
-394
652
$168K 0.02%
+13,300
653
$168K 0.02%
10,117
-2,719
654
$163K 0.02%
+10,158
655
$163K 0.02%
+11,600
656
$162K 0.02%
+15,945
657
$152K 0.02%
19,923
-750
658
$150K 0.02%
+12,850
659
$149K 0.02%
+16,600
660
$149K 0.02%
20,458
-89,783
661
$147K 0.02%
+11,145
662
$144K 0.02%
12,991
-4,740
663
$144K 0.02%
22,000
-26,000
664
$136K 0.01%
+11,759
665
$133K 0.01%
+11,350
666
$131K 0.01%
+12,465
667
$128K 0.01%
13,000
-1,500
668
$126K 0.01%
24,191
669
$123K 0.01%
20,805
+3,040
670
$122K 0.01%
12,290
+790
671
$122K 0.01%
+15,245
672
$120K 0.01%
4,018
-866
673
$114K 0.01%
+17,400
674
$113K 0.01%
9,347
+52
675
$112K 0.01%
+15,760
25 26
27
28 29