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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
$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
RGTI icon
851
Rigetti Computing
RGTI
$5.95B
$557K 0.01%
25,169
-1,871
INDS icon
852
Pacer Industrial Real Estate ETF
INDS
$117M
$557K 0.01%
15,191
-1,567
CB icon
853
Chubb
CB
$139B
$557K 0.01%
1,783
-227
PRU icon
854
Prudential Financial
PRU
$39.1B
$554K 0.01%
4,911
-534
MDLZ icon
855
Mondelez International
MDLZ
$77.6B
$551K 0.01%
10,236
-420
HWM icon
856
Howmet Aerospace
HWM
$108B
$551K 0.01%
2,685
-4,692
BTR icon
857
Beacon Tactical Risk ETF
BTR
$34M
$550K 0.01%
21,712
+536
HUT
858
Hut 8
HUT
$10.9B
$549K 0.01%
+11,950
ULST icon
859
State Street Ultra Short Term Bond ETF
ULST
$537M
$546K 0.01%
13,482
+5,682
PNQI icon
860
Invesco NASDAQ Internet ETF
PNQI
$527M
$546K 0.01%
10,116
+102
Q
861
Qnity Electronics Inc
Q
$29.8B
$545K 0.01%
+6,678
XSMO icon
862
Invesco S&P SmallCap Momentum ETF
XSMO
$3.04B
$543K 0.01%
7,540
+391
BIBL icon
863
Inspire 100 ETF
BIBL
$488M
$543K 0.01%
12,028
+3,269
USHY icon
864
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.1B
$542K 0.01%
14,507
-754
BSR icon
865
Beacon Unified Catalyst ETF
BSR
$35.5M
$540K 0.01%
18,455
+455
NHI icon
866
National Health Investors
NHI
$3.74B
$539K 0.01%
7,058
+343
TTMI icon
867
TTM Technologies
TTMI
$16.2B
$538K 0.01%
+7,800
BKLC icon
868
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.4B
$537K 0.01%
4,109
+14
QBTS icon
869
D-Wave Quantum
QBTS
$8.41B
$536K 0.01%
20,500
+263
NVS icon
870
Novartis
NVS
$303B
$532K 0.01%
3,862
+707
SCHY icon
871
Schwab International Dividend Equity ETF
SCHY
$2.33B
$532K 0.01%
+17,851
FTSL icon
872
First Trust Senior Loan Fund ETF
FTSL
$2.3B
$532K 0.01%
11,597
-3,122
THY icon
873
Toews Agility Shares Dynamic Tactical Income ETF
THY
$87.2M
$529K 0.01%
23,825
-298
PALL icon
874
abrdn Physical Palladium Shares ETF
PALL
$634M
$529K 0.01%
+18,195
GEHC icon
875
GE HealthCare
GEHC
$29.8B
$526K 0.01%
6,409
-1,244
33 34
35
36 37