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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
76
$8.48M 0.23%
275,239
+8,389
77
$8.36M 0.23%
114,145
+20,470
78
$8.33M 0.23%
40,692
+657
79
$8.29M 0.23%
62,199
+4,667
80
$8.12M 0.22%
43,749
-24,632
81
$8.01M 0.22%
43,834
-41
82
$7.82M 0.22%
83,823
+11,378
83
$7.81M 0.22%
137,443
-15,167
84
$7.78M 0.21%
269,775
-29,425
85
$7.64M 0.21%
122,567
+2,081
86
$7.64M 0.21%
27,590
+8,241
87
$7.63M 0.21%
17,325
+1,704
88
$7.62M 0.21%
70,692
+526
89
$7.6M 0.21%
126,916
+73,813
90
$7.59M 0.21%
38,744
+17,274
91
$7.58M 0.21%
246,633
-40,442
92
$7.47M 0.21%
172,622
+60,976
93
$7.26M 0.2%
90,649
+6,180
94
$7.26M 0.2%
186,719
+5,307
95
$7.21M 0.2%
45,286
-774
96
$7.2M 0.2%
166,491
-19,473
97
$7.15M 0.2%
142,064
+69,814
98
$7.12M 0.2%
39,167
+5,620
99
$7.07M 0.19%
9,065
-11,951
100
$7.03M 0.19%
134,353
+57,656
2 3
4
5 6