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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
51
$11.2M 0.31%
381,734
+92,171
52
$10.7M 0.3%
46,375
-125
53
$10.7M 0.3%
75,473
+29,683
54
$10.4M 0.29%
28,266
+2,717
55
$10.3M 0.29%
411,096
+49,401
56
$10.2M 0.28%
318,438
-6,866
57
$10M 0.28%
90,542
+8,772
58
$9.94M 0.27%
33,733
+3,328
59
$9.61M 0.26%
+184,862
60
$9.6M 0.26%
115,752
+24,336
61
$9.51M 0.26%
63,545
+6,390
62
$9.45M 0.26%
124,987
+15,091
63
$9.43M 0.26%
227,184
+25,734
64
$9.42M 0.26%
148,459
+78,751
65
$9.41M 0.26%
179,744
+15,320
66
$9.35M 0.26%
171,744
+94,776
67
$9.19M 0.25%
861,696
+808,393
68
$9.02M 0.25%
150,276
+101,554
69
$8.91M 0.25%
39,341
-456
70
$8.87M 0.24%
186,447
-35,334
71
$8.87M 0.24%
219,070
+24,505
72
$8.83M 0.24%
46,803
-4,593
73
$8.73M 0.24%
116,606
+11,593
74
$8.63M 0.24%
176,534
+75,920
75
$8.5M 0.23%
+234,694
1 2
3
4 5