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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
776
$508K 0.01%
46,086
-6,800
777
$507K 0.01%
26,118
+471
778
$505K 0.01%
2,630
779
$505K 0.01%
+13,471
780
$505K 0.01%
18,435
+3,053
781
$504K 0.01%
5,104
-2,610
782
$503K 0.01%
+5,515
783
$503K 0.01%
10,865
+4,905
784
$502K 0.01%
1,877
-760
785
$498K 0.01%
20,281
-594
786
$496K 0.01%
44,700
-2,600
787
$496K 0.01%
56,632
-2,175
788
$495K 0.01%
52,415
-100
789
$494K 0.01%
3,088
+241
790
$491K 0.01%
3,347
791
$490K 0.01%
20,111
-96
792
$490K 0.01%
2,753
+263
793
$488K 0.01%
5,863
-966
794
$488K 0.01%
11,679
-2,640
795
$486K 0.01%
+21,440
796
$484K 0.01%
4,912
+8
797
$484K 0.01%
6,782
+488
798
$483K 0.01%
11,499
+160
799
$483K 0.01%
17,698
+1,106
800
$481K 0.01%
18,611
+5,859
30 31
32
33 34