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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
676
$200K 0.02%
+2,050
677
$190K 0.02%
24,735
+381
678
$183K 0.02%
15,998
-284
679
$182K 0.02%
33,057
+2,291
680
$181K 0.02%
18,312
-1,285
681
$181K 0.02%
13,250
682
$167K 0.02%
853
-56
683
$164K 0.02%
16,100
684
$162K 0.02%
4,091
+64
685
$162K 0.02%
10,498
-5,577
686
$161K 0.02%
10,881
+260
687
$151K 0.02%
+11,050
688
$138K 0.01%
+12,131
689
$133K 0.01%
13,538
+3,332
690
$129K 0.01%
12,386
691
$124K 0.01%
+12,300
692
$123K 0.01%
22,545
+2,390
693
$122K 0.01%
15,017
+727
694
$120K 0.01%
+11,950
695
$119K 0.01%
10,783
696
$109K 0.01%
14,448
-69
697
$105K 0.01%
13,620
-12,175
698
$101K 0.01%
+10,398
699
$85.8K 0.01%
+10,500
700
$79.4K 0.01%
31,000
-1,000
26 27
28
29 30