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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
$979M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.21M
3
+$3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.46M
5
NVDA icon
NVIDIA
NVDA
+$2.25M

Top Sells

1
+$2.33M
2
+$1.12M
3
+$1.05M
4
OTRK
Ontrak
OTRK
+$1.04M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1M

Sector Composition

1 Technology 18.36%
2 Consumer Discretionary 9.05%
3 Financials 6.34%
4 Communication Services 4.68%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.8M 0.29%
12,722
-2,806
77
$2.79M 0.28%
47,695
-2,475
78
$2.72M 0.28%
13,094
+1,177
79
$2.72M 0.28%
17,231
+3,068
80
$2.69M 0.27%
18,084
+3,225
81
$2.67M 0.27%
65,017
-18,029
82
$2.64M 0.27%
25,018
-476
83
$2.61M 0.27%
105,025
+9,360
84
$2.59M 0.27%
77,856
+4,217
85
$2.55M 0.26%
180,489
-9,181
86
$2.55M 0.26%
52,698
-3,774
87
$2.55M 0.26%
23,327
+6,250
88
$2.53M 0.26%
185,821
+12
89
$2.48M 0.25%
49,124
+2,238
90
$2.48M 0.25%
73,506
+7,215
91
$2.43M 0.25%
67,158
-3,561
92
$2.42M 0.25%
17,909
-5,648
93
$2.42M 0.25%
19,272
-50
94
$2.28M 0.23%
46,711
-1,294
95
$2.25M 0.23%
109,435
+20,406
96
$2.23M 0.23%
22,715
+1,774
97
$2.23M 0.23%
141,696
+6,204
98
$2.2M 0.23%
13,635
-5,945
99
$2.18M 0.22%
21,504
-1,036
100
$2.17M 0.22%
21,187
-830
2 3
4
5 6