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
$4.48B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$10.3M
4
MSTR icon
Strategy Inc
MSTR
+$9.59M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$8.8M

Top Sells

1
+$13.1M
2
+$8.8M
3
+$8.08M
4
MSTY icon
YieldMax MSTR Option Income Strategy ETF
MSTY
+$7.01M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.22M

Sector Composition

1 Technology 21.88%
2 Financials 4.55%
3 Consumer Discretionary 4.48%
4 Communication Services 4.06%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RKLB icon
826
Rocket Lab Corp
RKLB
$72.2B
$583K 0.01%
8,359
-22,269
FBT icon
827
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.34B
$582K 0.01%
2,816
+342
EXC icon
828
Exelon
EXC
$44.4B
$582K 0.01%
13,341
+515
HCA icon
829
HCA Healthcare
HCA
$93.8B
$579K 0.01%
1,240
+50
SEPT icon
830
AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
$106M
$579K 0.01%
16,460
-3,000
WHR icon
831
Whirlpool
WHR
$2.59B
$578K 0.01%
8,016
+1,916
SPEU icon
832
State Street SPDR Portfolio Europe ETF
SPEU
$710M
$578K 0.01%
11,080
+335
FMDE icon
833
Fidelity Enhanced Mid Cap Core ETF
FMDE
$6.53B
$577K 0.01%
+15,863
TSLY icon
834
YieldMax TSLA Option Income Strategy ETF
TSLY
$863M
$576K 0.01%
15,331
+2,465
FNDX icon
835
Schwab Fundamental US Large Company Index ETF
FNDX
$26.1B
$575K 0.01%
21,139
-4,829
BSCU icon
836
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.5B
$574K 0.01%
33,935
+12,212
XAGG
837
Eaton Vance Income Opportunities ETF
XAGG
$971M
$573K 0.01%
+11,372
ADP icon
838
Automatic Data Processing
ADP
$85.7B
$573K 0.01%
2,228
-312
SIL icon
839
Global X Silver Miners ETF NEW
SIL
$5.19B
$573K 0.01%
6,863
+2,108
BBP icon
840
Virtus Biotech ETF
BBP
$60.1M
$572K 0.01%
7,163
+35
IVT icon
841
InvenTrust Properties
IVT
$2.44B
$571K 0.01%
20,251
-184
KTOS icon
842
Kratos Defense & Security Solutions
KTOS
$9.77B
$568K 0.01%
7,488
-498
ADI icon
843
Analog Devices
ADI
$204B
$565K 0.01%
2,084
+128
DES icon
844
WisdomTree US SmallCap Dividend Fund
DES
$2.03B
$565K 0.01%
16,884
+299
CTA icon
845
Simplify Managed Futures Strategy ETF
CTA
$1.69B
$563K 0.01%
20,644
+8,241
SIVR icon
846
abrdn Physical Silver Shares ETF
SIVR
$5.22B
$562K 0.01%
+8,308
PSMO icon
847
Pacer Swan SOS Moderate October ETF
PSMO
$99.6M
$559K 0.01%
18,180
MYRG icon
848
MYR Group
MYRG
$7.28B
$558K 0.01%
+2,555
FUTU icon
849
Futu Holdings
FUTU
$18.9B
$558K 0.01%
+3,396
IXUS icon
850
iShares Core MSCI Total International Stock ETF
IXUS
$56.4B
$558K 0.01%
6,587
+1,644
32 33
34
35 36