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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
51
$3.55M 0.36%
27,342
-3,925
52
$3.55M 0.36%
47,393
+7,049
53
$3.53M 0.36%
13,552
+936
54
$3.51M 0.36%
60,501
+6,155
55
$3.49M 0.36%
10,316
+742
56
$3.41M 0.35%
67,833
+5,178
57
$3.4M 0.35%
14,183
+1,393
58
$3.39M 0.35%
25,747
+2,154
59
$3.34M 0.34%
92,655
+4,451
60
$3.34M 0.34%
21,723
-374
61
$3.29M 0.34%
76,459
+8,005
62
$3.29M 0.34%
177,608
-3,944
63
$3.28M 0.34%
16,342
-2,692
64
$3.25M 0.33%
60,955
+4,414
65
$3.16M 0.32%
58,599
+1,331
66
$3.06M 0.31%
72,069
+5,182
67
$3.04M 0.31%
84,708
-20,369
68
$3.03M 0.31%
7,476
+1,386
69
$3M 0.31%
18,589
+84
70
$3M 0.31%
29,464
+9,266
71
$2.92M 0.3%
132,508
+23,744
72
$2.87M 0.29%
8,255
+402
73
$2.85M 0.29%
53,813
-3,477
74
$2.81M 0.29%
107,740
+11,862
75
$2.8M 0.29%
136,405
+45,001
1 2
3
4 5