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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
901
$386K 0.01%
6,161
+101
902
$385K 0.01%
3,364
+1,227
903
$383K 0.01%
2,537
-5,539
904
$382K 0.01%
28,605
+115
905
$382K 0.01%
3,541
+380
906
$381K 0.01%
1,009
-67
907
$380K 0.01%
13,625
+1,118
908
$380K 0.01%
7,561
+63
909
$378K 0.01%
+23,771
910
$378K 0.01%
3,976
+95
911
$377K 0.01%
2,187
-72
912
$376K 0.01%
+15,000
913
$376K 0.01%
7,500
914
$375K 0.01%
+13,603
915
$374K 0.01%
15,633
+7,204
916
$373K 0.01%
5,298
+1,593
917
$372K 0.01%
3,077
+529
918
$371K 0.01%
18,886
-290
919
$371K 0.01%
1,522
-66
920
$371K 0.01%
3,809
-222
921
$369K 0.01%
+11,416
922
$368K 0.01%
2,029
+755
923
$364K 0.01%
47,274
+438
924
$364K 0.01%
832
+43
925
$363K 0.01%
8,795
-240
35 36
37
38 39