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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
851
$420K 0.01%
10,901
+5,000
852
$419K 0.01%
2,671
+266
853
$418K 0.01%
5,022
-366
854
$418K 0.01%
20,359
+2,513
855
$417K 0.01%
21,374
-552
856
$417K 0.01%
11,041
-800
857
$417K 0.01%
2,367
-373
858
$417K 0.01%
29,820
+2,994
859
$416K 0.01%
6,500
860
$416K 0.01%
13,085
-3,776
861
$415K 0.01%
8,066
+1,561
862
$414K 0.01%
16,351
-118,804
863
$414K 0.01%
14,993
+6,489
864
$414K 0.01%
7,108
+335
865
$413K 0.01%
1,870
-176
866
$413K 0.01%
8,361
-1,869
867
$412K 0.01%
13,255
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868
$408K 0.01%
8,213
-10,820
869
$408K 0.01%
2,224
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870
$408K 0.01%
4,302
+146
871
$407K 0.01%
2,470
+12
872
$406K 0.01%
11,088
+2,700
873
$406K 0.01%
1,060
-46
874
$406K 0.01%
29,245
-13,121
875
$406K 0.01%
15,689
-1,453
33 34
35
36 37