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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
751
$537K 0.01%
33,985
-5,798
752
$537K 0.01%
12,643
-855
753
$536K 0.01%
5,805
754
$535K 0.01%
4,422
-3,080
755
$533K 0.01%
10,999
+1,974
756
$532K 0.01%
4,802
+1,912
757
$531K 0.01%
5,653
758
$531K 0.01%
16,490
759
$529K 0.01%
2,110
+95
760
$528K 0.01%
7,755
+1,300
761
$526K 0.01%
18,180
762
$523K 0.01%
22,215
+8,556
763
$522K 0.01%
714
+52
764
$521K 0.01%
5,509
-77
765
$521K 0.01%
5,883
+105
766
$520K 0.01%
5,443
767
$519K 0.01%
+6,158
768
$518K 0.01%
7,231
769
$517K 0.01%
12,475
+625
770
$513K 0.01%
8,802
-746
771
$513K 0.01%
9,827
-407
772
$512K 0.01%
12,520
-1,291
773
$510K 0.01%
6,050
+1,575
774
$510K 0.01%
+25,100
775
$509K 0.01%
9,439
+3,232
29 30
31
32 33