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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
801
$480K 0.01%
10,053
-2,297
802
$480K 0.01%
+11,925
803
$479K 0.01%
12,274
-100
804
$478K 0.01%
18,500
-400
805
$475K 0.01%
+16,799
806
$472K 0.01%
33,086
+733
807
$472K 0.01%
29,909
+11,235
808
$468K 0.01%
1,964
-276
809
$467K 0.01%
8,048
-2,634
810
$465K 0.01%
+17,505
811
$464K 0.01%
+8,291
812
$464K 0.01%
10,322
-533
813
$461K 0.01%
12,763
+754
814
$458K 0.01%
5,209
-492
815
$458K 0.01%
7,641
-33
816
$457K 0.01%
17,600
817
$455K 0.01%
+3,844
818
$454K 0.01%
2,622
+1,038
819
$454K 0.01%
10,790
+2,024
820
$453K 0.01%
11,637
-169
821
$453K 0.01%
4,928
+369
822
$452K 0.01%
762
-3
823
$452K 0.01%
4,644
+389
824
$451K 0.01%
7,057
825
$451K 0.01%
7,592
-984
31 32
33
34 35