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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
926
$363K 0.01%
2,329
+38
927
$363K 0.01%
+29,530
928
$362K 0.01%
+3,632
929
$361K 0.01%
12,729
+4,197
930
$361K 0.01%
2,687
+633
931
$360K 0.01%
886
-223
932
$360K 0.01%
9,287
-13,028
933
$359K 0.01%
22,222
+167
934
$358K 0.01%
4,320
-3,251
935
$358K 0.01%
18,131
-257
936
$358K 0.01%
+13,837
937
$358K 0.01%
8,469
938
$357K 0.01%
+22,952
939
$357K 0.01%
15,266
+1,368
940
$356K 0.01%
8,400
-6,250
941
$356K 0.01%
5,962
-113
942
$356K 0.01%
14,833
+60
943
$354K 0.01%
2,054
+963
944
$354K 0.01%
9,401
-6,765
945
$354K 0.01%
3,380
-700
946
$353K 0.01%
2,425
+249
947
$352K 0.01%
8,913
948
$352K 0.01%
7,020
+1,749
949
$350K 0.01%
4,540
950
$349K 0.01%
1,237
+242
36 37
38
39 40