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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
876
$404K 0.01%
29,470
+3,835
877
$403K 0.01%
5,932
+485
878
$403K 0.01%
1,774
-38
879
$402K 0.01%
5,617
-200
880
$402K 0.01%
6,400
+2,260
881
$401K 0.01%
19,404
-2,264
882
$401K 0.01%
19,570
+895
883
$397K 0.01%
7,582
884
$397K 0.01%
5,571
+1,250
885
$397K 0.01%
5,661
+88
886
$397K 0.01%
10,716
+2,000
887
$396K 0.01%
9,219
-17
888
$394K 0.01%
5,055
+1,065
889
$394K 0.01%
12,154
-566
890
$394K 0.01%
7,080
-1,176
891
$392K 0.01%
+13,594
892
$390K 0.01%
3,794
-1,268
893
$390K 0.01%
20,868
+1,085
894
$389K 0.01%
3,242
-1,278
895
$388K 0.01%
8,625
896
$388K 0.01%
18,481
-12,863
897
$387K 0.01%
2,401
+112
898
$387K 0.01%
11,442
+1,361
899
$386K 0.01%
21,078
+246
900
$386K 0.01%
41,700
+1,500
34 35
36
37 38