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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
701
$604K 0.02%
+7,267
702
$599K 0.02%
1,346
-993
703
$599K 0.02%
24,400
704
$599K 0.02%
1,924
+123
705
$596K 0.02%
20,750
+2,211
706
$595K 0.02%
3,660
+721
707
$594K 0.02%
2,474
+170
708
$593K 0.02%
5,295
+927
709
$592K 0.02%
+6,391
710
$591K 0.02%
+21,996
711
$589K 0.02%
7,885
+58
712
$584K 0.02%
+15,784
713
$583K 0.02%
4,039
714
$582K 0.02%
+6,300
715
$581K 0.02%
8,661
+303
716
$581K 0.02%
4,735
+17
717
$579K 0.02%
8,687
-13
718
$578K 0.02%
13,772
+2,188
719
$578K 0.02%
42,300
-125
720
$577K 0.02%
11,491
-3,603
721
$576K 0.02%
46,430
+240
722
$574K 0.02%
3,419
+1,121
723
$572K 0.02%
2,843
-1,024
724
$571K 0.02%
6,538
+430
725
$568K 0.02%
7,296
+77
27 28
29
30 31