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
676
$108K 0.01%
23,505
-262
677
$108K 0.01%
25,000
+14,500
678
$101K 0.01%
+10,693
679
$99.5K 0.01%
22,816
-14,203
680
$98.4K 0.01%
14,883
-414
681
$89.6K 0.01%
12,990
-1,600
682
$88.4K 0.01%
44,000
683
$82.7K 0.01%
10,998
-1,134
684
$82.5K 0.01%
+17,367
685
$80.1K 0.01%
+10,400
686
$78.1K 0.01%
15,916
+2,866
687
$77.2K 0.01%
+642
688
$76.6K 0.01%
21,643
-8,183
689
$73.4K 0.01%
+11,935
690
$72.1K 0.01%
+14,500
691
$69.6K 0.01%
22,235
-1,000
692
$68.1K 0.01%
+10,063
693
$67.2K 0.01%
11,176
694
$66.8K 0.01%
12,400
+900
695
$64.7K 0.01%
+17,066
696
$62.5K 0.01%
11,200
697
$54.2K 0.01%
+19,700
698
$53.9K 0.01%
18,400
+8,000
699
$53.6K 0.01%
2,160
700
$51.7K 0.01%
+17,000
26 27
28
29 30