We are live on ! Find out more
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
726
– –
-11,300
727
– –
-16,624
728
– –
-638
729
– –
-5,177
730
– –
-8,647
731
– –
-2,785
732
– –
-9,287
733
– –
-6,279
734
– –
-5,385
735
– –
-760
736
– –
-10,401
737
– –
-28,625
738
– –
-6,300
739
– –
-11,332
740
– –
-3,472
741
– –
-9,455
742
– –
-17,905
743
– –
-1,853
744
– –
-1,786
745
– –
-137,900
746
– –
-16,900
747
– –
-5,650
748
– –
-4,839
749
– –
-6,157
750
– –
-905
28 29
30
31 32