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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
$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
51
$3.43M 0.37%
278,543
+36,528
52
$3.4M 0.36%
36,040
-3,781
53
$3.36M 0.36%
52,830
-9,906
54
$3.34M 0.36%
60,207
+2,403
55
$3.31M 0.35%
69,487
-679
56
$3.3M 0.35%
9,522
+380
57
$3.29M 0.35%
156,782
-42,493
58
$3.28M 0.35%
24,871
+4,901
59
$3.21M 0.34%
10,416
+713
60
$3.19M 0.34%
48,371
-318
61
$3.16M 0.34%
91,771
+26,301
62
$3.11M 0.33%
37,228
+27,760
63
$3.07M 0.33%
27,261
+303
64
$2.97M 0.32%
247,372
+142,680
65
$2.95M 0.32%
17,123
+1,786
66
$2.86M 0.31%
40,925
+13,200
67
$2.85M 0.3%
+137,130
68
$2.84M 0.3%
158,344
+105,458
69
$2.76M 0.29%
103,809
-12,985
70
$2.74M 0.29%
67,629
-18,339
71
$2.73M 0.29%
77,854
+43,518
72
$2.72M 0.29%
24,708
+5,839
73
$2.68M 0.29%
58,780
+130
74
$2.67M 0.29%
47,155
+750
75
$2.65M 0.28%
30,954
+8,121
1 2
3
4 5