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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
$936M
AUM Growth
-$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
848
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.49M
3
+$2.96M
4
TAGS icon
Teucrium Agricultural Fund
TAGS
+$2.69M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$2.53M

Top Sells

1
+$30.5M
2
+$30M
3
+$6.9M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$4.68M
5
PSX icon
Phillips 66
PSX
+$3.25M

Sector Composition

1 Technology 16.43%
2 Financials 7.11%
3 Consumer Discretionary 7.04%
4 Real Estate 4.59%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.28%
165,875
+14,639
77
$2.59M 0.28%
51,719
+31,056
78
$2.58M 0.28%
22,559
-74
79
$2.55M 0.27%
42,225
-4,656
80
$2.51M 0.27%
143,529
+68,820
81
$2.45M 0.26%
26,883
+2,957
82
$2.45M 0.26%
+78,873
83
$2.45M 0.26%
34,969
-5,526
84
$2.43M 0.26%
18,950
+1,812
85
$2.42M 0.26%
30,234
-17,819
86
$2.42M 0.26%
17,669
+3,167
87
$2.37M 0.25%
165,307
+64,290
88
$2.29M 0.24%
73,644
-3,546
89
$2.28M 0.24%
61,013
-8,189
90
$2.26M 0.24%
79,632
-16,526
91
$2.25M 0.24%
185,284
+79,357
92
$2.25M 0.24%
4,371
-351
93
$2.24M 0.24%
+80,280
94
$2.21M 0.24%
28,993
-7,288
95
$2.21M 0.24%
57,031
+4,896
96
$2.2M 0.24%
15,192
-2,237
97
$2.17M 0.23%
28,357
+5,586
98
$2.15M 0.23%
182,337
-51,373
99
$2.14M 0.23%
101,553
-5,582
100
$2.12M 0.23%
23,309
-1,929
2 3
4
5 6