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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
951
$348K 0.01%
6,701
+1,446
952
$348K 0.01%
855
-14
953
$348K 0.01%
1,994
+85
954
$347K 0.01%
8,511
-161
955
$347K 0.01%
+4,256
956
$346K 0.01%
30,173
-12,002
957
$345K 0.01%
15,137
+467
958
$344K 0.01%
3,840
959
$343K 0.01%
650
+50
960
$343K 0.01%
+2,493
961
$342K 0.01%
8,336
-167
962
$342K 0.01%
9,119
-219
963
$341K 0.01%
8,900
+118
964
$341K 0.01%
6,353
-697
965
$341K 0.01%
+8,519
966
$341K 0.01%
14,303
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967
$339K 0.01%
1,796
-13
968
$338K 0.01%
+3,423
969
$337K 0.01%
+28,800
970
$336K 0.01%
10,307
+907
971
$335K 0.01%
22,498
-25,094
972
$335K 0.01%
4,204
-1,241
973
$335K 0.01%
7,034
+46
974
$334K 0.01%
28,037
-2,386
975
$334K 0.01%
3,207
-520
37 38
39
40 41