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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
$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
676
$658K 0.02%
3,986
+700
677
$655K 0.02%
8,212
+1,927
678
$651K 0.02%
17,133
+3,000
679
$651K 0.02%
20,388
+6,850
680
$649K 0.02%
2,804
-540
681
$647K 0.02%
6,503
-13,153
682
$637K 0.02%
79,435
+3,524
683
$637K 0.02%
3,438
-574
684
$632K 0.02%
2,741
+212
685
$632K 0.02%
19,373
+9,034
686
$632K 0.02%
18,850
+9,850
687
$628K 0.02%
857
-47
688
$626K 0.02%
12,733
+403
689
$623K 0.02%
6,427
+664
690
$620K 0.02%
2,363
-402
691
$620K 0.02%
30,306
+2,238
692
$614K 0.02%
10,440
+1,186
693
$614K 0.02%
6,744
+89
694
$612K 0.02%
59,666
+100
695
$610K 0.02%
6,682
-74
696
$610K 0.02%
13,859
697
$609K 0.02%
3,563
+676
698
$607K 0.02%
+27,982
699
$605K 0.02%
2,088
+3
700
$604K 0.02%
10,313
+1,347
26 27
28
29 30