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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
$4.46B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,557
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.6M
3
+$11.3M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$9.58M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$8.9M

Top Sells

1
+$9.14M
2
+$7.93M
3
+$7.05M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.96M

Sector Composition

1 Technology 19.95%
2 Financials 4%
3 Consumer Discretionary 4%
4 Communication Services 3.81%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAA icon
926
Plains All American Pipeline
PAA
$15.8B
$506K 0.01%
22,650
-1,855
PBD icon
927
Invesco Global Clean Energy ETF
PBD
$204M
$505K 0.01%
28,148
-611
CE icon
928
Celanese
CE
$5.21B
$504K 0.01%
+7,660
BSJS icon
929
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$699M
$503K 0.01%
23,193
+3,043
BSJT icon
930
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$537M
$502K 0.01%
23,865
+2,795
XYZ
931
Block Inc
XYZ
$46.7B
$502K 0.01%
8,337
-775
PFN
932
PIMCO Income Strategy Fund II
PFN
$707M
$499K 0.01%
72,433
+12,475
GSBD icon
933
Goldman Sachs BDC
GSBD
$1.09B
$499K 0.01%
56,161
-13,533
SEIX icon
934
Virtus SEIX Senior Loan ETF
SEIX
$253M
$498K 0.01%
21,609
-227
JBL icon
935
Jabil
JBL
$37.7B
$497K 0.01%
+1,871
HPE icon
936
Hewlett Packard
HPE
$55.9B
$496K 0.01%
20,829
+154
SITE icon
937
SiteOne Landscape Supply
SITE
$4.9B
$496K 0.01%
3,723
+1
CENX icon
938
Century Aluminum
CENX
$4.39B
$490K 0.01%
+8,350
USIG icon
939
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.5B
$489K 0.01%
9,537
+1,905
OPEN icon
940
Opendoor
OPEN
$4.75B
$486K 0.01%
103,761
-26,523
BTR icon
941
Beacon Tactical Risk ETF
BTR
$34M
$482K 0.01%
18,654
-3,058
YUM icon
942
Yum! Brands
YUM
$45.2B
$480K 0.01%
3,087
+38
VEU icon
943
Vanguard FTSE All-World ex-US ETF
VEU
$66.2B
$478K 0.01%
6,368
+1,448
RAAX icon
944
VanEck Inflation Allocation ETF
RAAX
$1.04B
$477K 0.01%
11,726
KLAC icon
945
KLA
KLAC
$321B
$477K 0.01%
3,240
-5,830
DFEM icon
946
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.15B
$474K 0.01%
+13,723
DDFL
947
Innovator Equity Dual Directional 15 Buffer ETF - July
DDFL
$70.6M
$473K 0.01%
23,023
-583
ACM icon
948
Aecom
ACM
$8.59B
$473K 0.01%
+5,575
BSJR icon
949
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$845M
$473K 0.01%
21,138
+2,609
SQM icon
950
Sociedad Química y Minera de Chile
SQM
$21.1B
$472K 0.01%
+5,835
36 37
38
39 40