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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
976
$333K 0.01%
6,702
-67
977
$333K 0.01%
9,538
+3,634
978
$332K 0.01%
2,687
+6
979
$331K 0.01%
8,270
+2,127
980
$331K 0.01%
6,295
+594
981
$330K 0.01%
3,635
+12
982
$330K 0.01%
24,134
+3,519
983
$330K 0.01%
2,477
+29
984
$327K 0.01%
31,025
+11,300
985
$327K 0.01%
125
-30
986
$326K 0.01%
28,853
-741
987
$325K 0.01%
+4,194
988
$325K 0.01%
4,731
-5,189
989
$325K 0.01%
4,652
-428
990
$325K 0.01%
3,745
+1
991
$325K 0.01%
1,316
+22
992
$324K 0.01%
2,883
+662
993
$324K 0.01%
3,740
+1,790
994
$322K 0.01%
17,625
-16,609
995
$322K 0.01%
34,039
-200
996
$322K 0.01%
+2,880
997
$321K 0.01%
+3,438
998
$321K 0.01%
19,406
+885
999
$321K 0.01%
3,243
+395
1000
$320K 0.01%
+15,650
38 39
40
41 42