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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
726
$566K 0.02%
5,270
-213
727
$562K 0.02%
2,575
+995
728
$561K 0.02%
+16,135
729
$558K 0.02%
2,072
+144
730
$558K 0.02%
17,451
-2,349
731
$558K 0.02%
17,113
-21,486
732
$557K 0.02%
12,830
-6,796
733
$556K 0.02%
4,135
-308
734
$555K 0.02%
8,067
-658
735
$553K 0.02%
2,458
+130
736
$553K 0.02%
17,930
+1,316
737
$553K 0.02%
+15,040
738
$552K 0.02%
13,871
+1,940
739
$551K 0.02%
1,754
+506
740
$550K 0.02%
2,147
+15
741
$548K 0.02%
280
742
$547K 0.02%
+4,455
743
$546K 0.02%
21,954
+10,926
744
$545K 0.02%
23,245
-5,040
745
$543K 0.02%
2,800
-105
746
$542K 0.01%
8,024
+525
747
$542K 0.01%
14,158
-27
748
$542K 0.01%
24,150
+535
749
$539K 0.01%
1,026
-3
750
$539K 0.01%
17,995
-5,343
28 29
30
31 32