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
751
– –
-79,447
752
– –
-14,379
753
– –
-1,289
754
– –
-7,500
755
– –
-36,658
756
– –
-1,830
757
– –
-13,266
758
– –
-2,007
759
– –
-4,150
760
– –
-2,305
761
– –
-4,374
762
– –
-6,276
763
– –
-3,372
764
– –
-10,520
765
– –
-19,553
766
– –
-10,801
767
– –
-2,719
768
– –
-3,109
769
– –
-3,241
770
– –
-12,050
771
– –
-1,568
772
– –
-7,962
773
– –
-5,450
774
– –
-16,126
775
– –
-19,551
29 30
31
32 33