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
$4.46B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,557
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.6M
3
+$11.3M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$9.58M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$8.9M

Top Sells

1
+$9.14M
2
+$7.93M
3
+$7.05M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.96M

Sector Composition

1 Technology 19.95%
2 Financials 4%
3 Consumer Discretionary 4%
4 Communication Services 3.81%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITM icon
776
VanEck Intermediate Muni ETF
ITM
$2.15B
$683K 0.02%
14,719
-597
LECO icon
777
Lincoln Electric
LECO
$14.3B
$683K 0.02%
2,742
-700
HOOD icon
778
Robinhood
HOOD
$69.5B
$680K 0.02%
9,814
-22,116
GRNJ
779
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$475M
$678K 0.02%
+27,121
JPSE icon
780
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$574M
$678K 0.02%
12,928
-120
UWM icon
781
ProShares Ultra Russell2000
UWM
$243M
$677K 0.02%
14,513
+571
THC icon
782
Tenet Healthcare
THC
$16.9B
$674K 0.02%
3,574
+3
IYF icon
783
iShares US Financials ETF
IYF
$3.31B
$671K 0.02%
5,702
-986
IBKR icon
784
Interactive Brokers
IBKR
$38.8B
$668K 0.02%
9,960
-4,756
SNA icon
785
Snap-on
SNA
$18.6B
$667K 0.02%
1,835
-10
PHYS icon
786
Sprott Physical Gold
PHYS
$16.4B
$665K 0.01%
18,775
-834
FXL icon
787
First Trust Technology AlphaDEX Fund
FXL
$1.54B
$665K 0.01%
4,188
HWM icon
788
Howmet Aerospace
HWM
$104B
$665K 0.01%
2,887
+202
EPR icon
789
EPR Properties
EPR
$4.39B
$664K 0.01%
13,293
-4,128
XCEM icon
790
Columbia EM Core ex-China ETF
XCEM
$1.84B
$664K 0.01%
16,262
-48
RGLD icon
791
Royal Gold
RGLD
$19.4B
$662K 0.01%
2,601
-620
EXC icon
792
Exelon
EXC
$44.4B
$660K 0.01%
13,473
+132
PSCX icon
793
Pacer Swan SOS Conservative January ETF
PSCX
$46.8M
$660K 0.01%
21,674
+5,556
LKOR icon
794
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$35M
$659K 0.01%
15,815
-339
ILCG icon
795
iShares Morningstar Growth ETF
ILCG
$3.09B
$658K 0.01%
6,892
-299
SCHO icon
796
Schwab Short-Term US Treasury ETF
SCHO
$12.2B
$658K 0.01%
27,108
+1,216
FBUF icon
797
Fidelity Dynamic Buffered Equity ETF
FBUF
$19.2M
$658K 0.01%
+21,852
SSRM icon
798
SSR Mining
SSRM
$6.51B
$656K 0.01%
22,327
-937
FDX icon
799
FedEx
FDX
$89.7B
$656K 0.01%
1,841
+40
PAXS
800
PIMCO Access Income Fund
PAXS
$654M
$656K 0.01%
45,500
30 31
32
33 34