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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
701
$58.1K 0.01%
18,435
+1,000
702
$38.6K ﹤0.01%
+12,600
703
$33.9K ﹤0.01%
10,500
704
$13K ﹤0.01%
500
705
– –
-57,960
706
– –
-10,800
707
– –
-4,982
708
– –
-1,272
709
– –
-11,689
710
– –
-29,250
711
– –
-3,243
712
– –
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713
– –
-1,772
714
– –
-2,279
715
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-8,700
716
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-1,103
717
– –
-10,790
718
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719
– –
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720
– –
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721
– –
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722
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723
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724
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725
– –
-19,600
27 28
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