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
$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
651
$704K 0.02%
40,805
+552
652
$703K 0.02%
6,664
+270
653
$702K 0.02%
15,446
+102
654
$700K 0.02%
3,758
+1,477
655
$699K 0.02%
12,461
+96
656
$697K 0.02%
44,231
-2,344
657
$697K 0.02%
+20,725
658
$694K 0.02%
144,850
+800
659
$693K 0.02%
17,132
+335
660
$693K 0.02%
2,246
-91
661
$691K 0.02%
17,844
+6,505
662
$689K 0.02%
4,379
+1,900
663
$689K 0.02%
16,229
+4,210
664
$686K 0.02%
31,086
-7,046
665
$685K 0.02%
7,206
-201
666
$684K 0.02%
11,516
-33,448
667
$682K 0.02%
13,918
+4,268
668
$677K 0.02%
13,021
-1,140
669
$675K 0.02%
11,568
+6,856
670
$673K 0.02%
14,788
+1,275
671
$672K 0.02%
16,126
+5,490
672
$664K 0.02%
11,472
+2,161
673
$664K 0.02%
12,619
+1,463
674
$661K 0.02%
13,500
-51
675
$658K 0.02%
360
-1
25 26
27
28 29