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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
$4.46B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,557
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$11.6M
3
+$11.3M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$9.58M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$8.9M

Top Sells

1
+$9.14M
2
+$7.93M
3
+$7.05M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$6.53M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.96M

Sector Composition

1 Technology 19.95%
2 Financials 4%
3 Consumer Discretionary 4%
4 Communication Services 3.81%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SIMO icon
976
Silicon Motion
SIMO
$10.7B
$453K 0.01%
+4,035
AVDE icon
977
Avantis International Equity ETF
AVDE
$17B
$451K 0.01%
5,315
+2,015
HDMV icon
978
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$16.6M
$449K 0.01%
12,208
-72
PKST
979
DELISTED
Peakstone Realty Trust
PKST
$449K 0.01%
21,490
-87,958
MFC icon
980
Manulife Financial
MFC
$67.5B
$448K 0.01%
13,020
+1,094
ASHR icon
981
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.7B
$448K 0.01%
13,729
-35
PSQ icon
982
ProShares Short QQQ
PSQ
$621M
$448K 0.01%
+13,908
IPKW icon
983
Invesco International BuyBack Achievers ETF
IPKW
$514M
$448K 0.01%
+7,956
PYPL icon
984
PayPal
PYPL
$38.9B
$448K 0.01%
9,896
-3,170
BLES icon
985
Inspire Global Hope ETF
BLES
$154M
$448K 0.01%
10,091
+620
PCAR icon
986
PACCAR
PCAR
$63.2B
$447K 0.01%
3,871
+18
RDDT icon
987
Reddit
RDDT
$38.1B
$446K 0.01%
3,313
-3,157
VALE icon
988
Vale
VALE
$63.4B
$446K 0.01%
28,013
-1,765
NXPI icon
989
NXP Semiconductors
NXPI
$70.5B
$445K 0.01%
2,258
+122
IDV icon
990
iShares International Select Dividend ETF
IDV
$8.01B
$443K 0.01%
+10,417
BSCQ icon
991
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.72B
$443K 0.01%
22,658
-376
EXG icon
992
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3B
$442K 0.01%
51,093
-2,556
DJUN icon
993
FT Vest US Equity Deep Buffer ETF June
DJUN
$347M
$442K 0.01%
9,403
+778
MSIF
994
MSC Income Fund Inc
MSIF
$525M
$440K 0.01%
36,159
+13,198
EDIV icon
995
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.21B
$438K 0.01%
11,101
-829
KEYS icon
996
Keysight
KEYS
$57.4B
$434K 0.01%
1,537
-96
ADP icon
997
Automatic Data Processing
ADP
$94.2B
$434K 0.01%
2,134
-94
PKW icon
998
Invesco BuyBack Achievers ETF
PKW
$1.67B
$434K 0.01%
3,303
+304
GFI icon
999
Gold Fields
GFI
$30.2B
$433K 0.01%
9,539
-5,528
FEP icon
1000
First Trust Europe AlphaDEX Fund
FEP
$501M
$432K 0.01%
7,906
-1,158
38 39
40
41 42