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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
826
$448K 0.01%
7,868
-512
827
$445K 0.01%
1,630
-365
828
$444K 0.01%
42,233
-333
829
$444K 0.01%
4,421
+2,083
830
$444K 0.01%
7,228
+360
831
$443K 0.01%
59,958
+10,190
832
$443K 0.01%
1,790
+64
833
$442K 0.01%
4,260
-221
834
$442K 0.01%
2,787
835
$441K 0.01%
15,098
+2,223
836
$441K 0.01%
88,620
-480
837
$439K 0.01%
2,973
-438
838
$436K 0.01%
16,082
+6
839
$434K 0.01%
+11,392
840
$434K 0.01%
5,864
+109
841
$433K 0.01%
12,082
-31,350
842
$433K 0.01%
1,678
+23
843
$432K 0.01%
924
-117
844
$430K 0.01%
24,902
-3,894
845
$429K 0.01%
3,315
+83
846
$428K 0.01%
2,892
-137
847
$428K 0.01%
+17,504
848
$426K 0.01%
5,237
-100
849
$426K 0.01%
4,200
+696
850
$424K 0.01%
+16,103
32 33
34
35 36